Equity funds invest primarily in stocks. The purpose of an equity mutual fund is to grow the value of your investment portfolio through capital appreciation.
NEI’s equity funds offer:
We offer diverse equity funds to suit a range of investor needs, with a focus on responsible investment opportunities. Some of our equity funds provide a fixed monthly distribution for investors seeking regular income. In the tables below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the tables.
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Canadian Dividend Fund
|
Lincluden Investment Management Go to link | |
|
NEI Canadian Equity Fund*
|
Letko Brosseau Go to link | |
|
NEI Canadian Equity RS Fund
|
QV Investors Go to link | |
|
NEI Canadian Small Cap Equity Fund
|
Hillsdale Investment Management Go to link | |
|
NEI Canadian Small Cap Equity RS Fund
|
QV Investors Go to link | |
|
NEI ESG Canadian Enhanced Index Fund
|
NEI Investments Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI US Dividend Fund
|
River Road Asset Management Go to link | |
|
NEI US Equity RS Fund
|
AllianceBernstein Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Clean Infrastructure Fund
|
Ecofin Advisors Go to link | |
|
NEI Emerging Markets Fund
|
Columbia Threadneedle Investments Go to link | |
|
NEI Environmental Leaders Fund
|
Impax Asset Management Go to link | |
|
NEI Global Dividend RS Fund
|
Amundi Asset Management Go to link | |
|
NEI Global Equity RS Fund
|
Federated Hermes Go to link | |
|
NEI Global Growth Fund
|
Baillie Gifford Go to link | |
|
NEI Global Value Fund
|
Maj Invest Go to link | |
|
NEI International Equity RS Fund
|
Addenda Capital 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.
*Formerly NEI Global Equity Fund.
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.