NEI Investments
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More than just ratings

Whether you're looking for diversification or competitive solutions that can help grow your portfolio, NEI offers a broad selection of 4 and 5 star performers that can complement your portfolio. Choose from a wide selection of funds from Canada's leader in Responsible Investing.1

Morningstar® Overall Rating* Performance as of January 31, 2017, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Ethical Canadian Equity Fund 19.13 6.65 10.44 5.29 5.85
NEI Ethical Special Equity Fund 25.63 7.43 14.30 8.58 8.49
NEI Northwest Canadian Dividend Fund 18.34 9.58 12.53 7.29 10.15
4-Star Fund
NEI Ethical Global Equity Fund 9.54 10.28 13.83 4.21 5.91
NEI Ethical Select Conservative Portfolio 3.40 4.59 5.15 N/A 5.45
NEI Northwest Canadian Equity Fund 18.82 9.27 11.93 4.71 7.22
NEI Northwest Growth & Income Fund 12.48 7.43 9.44 3.99 5.56
NEI Northwest Tactical Yield Fund 18.01 6.26 7.96 N/A 7.69
NEI Select Conservative Portfolio 5.02 4.92 5.10 N/A 5.71

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