Morningstar

Ninepoint Diversified Bond Fund NBND

Morningstar Medalist Rating
Medalist Rating as of | See Ninepoint Investment Hub

Morningstar’s Analysis NBND

Will NBND outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NBND’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ninepoint Diversified Bond holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NBND

More NBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Dollar

12.94 57M
Cash and Equivalents

Enbridge Inc. 5.375%

5.50 24M
Corporate

Real Estate Asset Liquidity Trust 6.264%

3.92 17M
Corporate

Fortis Inc 5.1%

3.45 15M
Corporate

Algonquin Power & Utilities Corporation 4.75%

3.44 15M
Corporate

TransCanada Trust 4.65%

3.43 15M
Corporate

Brookfield Infrastructure Finance ULC 5.598%

3.40 15M
Corporate

United States Dollar

3.28 14M
Cash and Equivalents

HomeEquity Bank 4.717%

3.22 14M
Corporate

MCAP Commercial LP 4.299%

3.04 13M
Corporate

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