Balanced funds include a mix of equity and fixed income investments. The purpose of a balanced mutual fund is to provide the growth potential of stocks and the lower volatility of bonds in one diversified solution.
NEI’s balanced funds offer:
Our balanced funds offer global equity and fixed income opportunities for those seeking moderate growth in a single investment solution. Investors may also receive income through a fixed monthly distribution. In the table below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the table.
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Balanced Yield Portfolio
|
NEI Investments Go to link | |
|
NEI Conservative Yield Portfolio
|
NEI Investments Go to link | |
|
NEI Global Sustainable Balanced Fund
|
Impax Asset Management Go to link | |
|
NEI Growth & Income Fund*
|
Letko Brosseau Go to link |
Our funds employ up to four responsible investment strategies: exclusionary screens, ESG integration, impact & thematic, and active ownership.
You will see on the right we have included an icon for fossil fuel exclusions. While we do not consider that to be a distinct responsible investment strategy, we do believe it’s useful for investors to be able to identify those funds at a glance.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.