A flexible, all-in-one investment solution

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NEI Select RS Portfolios

NEI Select RS Portfolios are designed to reflect the values of today’s investor. Our portfolio managers and responsible investment teams are actively working to improve the ESG performance of the companies they invest in. Whether you prefer a conservative, income-oriented fund or one with high growth potential, these all-in-one portfolio solutions can meet your needs. Features and benefits include:

  • Simplicity: A single investment decision for a total portfolio solution
  • Confidence: Your investment is helping improve society and the environment 
  • Comfort: Diversification across equity and fixed income asset classes help smooth out market ups-and-downs
  • Breadth and depth: Global sub-advisors manage 14 core and niche funds within each portfolio
  • Flexibility: Choice of 6 portfolios suitable for a range of investor needs
  • Cash flow: Fixed monthly distribution on every portfolio
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Choose your portfolio

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.

NEI Select Income RS Portfolio

NEI Investments

NEI Select Income & Growth RS Portfolio

NEI Investments

NEI Select Balanced RS Portfolio

NEI Investments

NEI Select Growth & Income RS Portfolio

NEI Investments

NEI Select Growth RS Portfolio

NEI Investments

NEI Select Maximum Growth RS Portfolio

NEI Investments

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Select Income RS Portfolio
NEI Investments
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NEI Select Income & Growth RS Portfolio
NEI Investments
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NEI Select Balanced RS Portfolio
NEI Investments
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NEI Select Growth & Income RS Portfolio
NEI Investments
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NEI Select Growth RS Portfolio
NEI Investments
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NEI Select Maximum Growth RS Portfolio
NEI Investments
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Learn about our responsible investment strategies

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.

Exclusionary screens

Companies may be excluded from the funds based on certain criteria, such as revenue generated from the tobacco and gambling industries, or because they produce fossil fuels.

Fossil fuel exclusions

While not a distinct responsible investment strategy, certain funds do exclude oil, gas, and coal exploration and production companies, as well as companies with significant carbon reserves on their balance sheets.

ESG integration

Companies are evaluated on their environmental, social and governance (ESG) performance and ESG considerations are integrated throughout the investment process.

Impact & thematic

Impact funds strive to make a measurable difference on society and the environment based on specific goals. Thematic funds focus on an investment “theme,” such as climate change, resource scarcity, or energy infrastructure.

Active ownership

We use our rights as shareholders to influence corporate behaviour. Tools include corporate dialogue, proxy voting, and shareholder proposals.

Other asset classes

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.