Performance as of July 31, 2025 Series F |
||
|---|---|---|
| 1 Year | SI1 | |
| NEI Global Corporate Leaders Fund | 12.52% | 12.53% |
such as increasing incidences of chronic disease, urbanization, and rising income in emerging markets.
through global companies with strong corporate cultures focused on addressing socioeconomic changes.
via investment and sustainability themes that have the potential to complement other areas of the market.
A global equity mandate focused on powerful, long-term socioeconomic trends and corporate culture factors that seeks to deliver innovation and strong financial performance. The Fund is among the first in Canada to focus on this new opportunity set that we believe is underestimated by the markets.
With the projected meteoric increases in trends like the Silver Economy, AI, and shifting demographics, these changes present unique opportunities to generate returns—both now and in the years to come.
Join us for a live webinar on Thursday, August 21, as we explore the NEI Global Corporate Leaders Fund, a solution that has been at the forefront of investing in socioeconomic trends—aiming to deliver performance and diversification to portfolios amidst volatile markets.
1Since inception date of the Fund is July 15, 2024.
The indicated rates of return are the historical annual compounded total returns including changes in net asset value and reinvestment of dividends and distributions, but does not include any sales, redemption or other account charges or administrative fees payable by the investor which would reduce returns. Other series’ performance will vary, largely due to fees and expenses. Series F and units are only available to investors who participate in eligible fee-based programs with their registered dealers that have entered into a Series F Distribution agreement with NEI Investments.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Review the prospectus for full details of the fund including its features, benefits, risks and costs and speak to your registered financial advisor before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
