Read more

ETF series

New and timely investment strategies - now with the flexibility and efficiency of an ETF.

 

Read more
Woman and man dressed in outdoor gear, enjoying a hike in the woods.

What is an ETF series?

An exchange-traded fund (ETF) is a professionally managed basket of stocks, bonds, or other investments that make up units that trade on a stock exchange. An ETF series is a class of an existing mutual fund, providing ETF-like access to the same underlying portfolio as the fund’s traditional series.

NEI’s ETF series offers NEI strategies, managers, and sub-advisors—now in an ETF format. Whether you’re building a portfolio from the ground up or adding diversification, ETFs give you new options for greater flexibility.

 

Woman and man dressed in outdoor gear, enjoying a hike in the woods.

Why actively managed NEI ETFs?

Actively managed strategies and proven NEI expertise in a modern and versatile ETF structure.

More choice & flexibility to
customize portfolios.

Designed for flexibility and accessibility, NEI’s
ETF series gives you another investment tool to
support portfolio construction.

 

Quality and experience you can
build on.

NEI’s ETF series is backed by decades of expertise.
They offer quality strategies, actively managed by experienced professionals and sub-advisors. 

 

Designed for modern portfolio needs.

 

Providing greater liquidity and real-time trading, competitively priced NEI’s ETF series can serve
as a core portfolio holding or as a diversification tool. 

 

ETF series versus mutual fund series

Both ETFs and mutual funds are professionally managed baskets of individual stocks, bonds or a combination of the two. They differ in how they trade, their liquidity, and costs. Find out how ETFs and the NEI ETF series can help meet different investment objectives and portfolio needs.

ETF series

  • ✓ Traded at market price, which changes throughout the day, and may differ from NAV.
  • ✓ Price changes throughout the trading day. 
  • ✓ Trading costs may apply.
  • ✓ Bought and sold on a stock exchange during market hours.
  • ✓ Investors who want trading flexibility and exchange-traded access.

Mutual Fund series

Featured ETF series

The ETF series offers a range of NEI strategies in a versatile ETF structure.

Fixed Income

NEI Global Short-Term Bond Fund (TSX : NESB)

A core bond strategy focused on shorter maturities, with the potential to help reduce sensitivity to interest-rate changes compared to longer-term bond strategies.

Multi-Asset Solutions

NEI Balanced ETF Portfolio (TSX : NEBP)

A balanced portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed income strategies.

Multi-Asset Solutions

NEI Growth ETF Portfolio (TSX : NEGP)

A growth portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed income strategies.

NEI ETFs are managed by Northwest & Ethical Investments L.P. (NEI). Commissions, management fees and expenses all may be associated with investments in exchange-traded funds (ETFs). Please read the prospectus and ETF Facts before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Index returns do not represent NEI ETF returns.

 

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.