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 February 28, 2017, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Ethical Canadian Equity Fund 18.59 5.56 9.97 5.27 5.79
NEI Ethical Special Equity Fund 20.53 5.56 12.96 8.20 8.26
NEI Northwest Canadian Dividend Fund 21.48 8.82 11.96 7.32 10.14
4-Star Fund
NEI Ethical Global Equity Fund 19.15 9.89 13.85 4.83 6.31
NEI Ethical Select Conservative Portfolio 6.41 4.54 5.31 N/A 5.64
NEI Northwest Canadian Equity Fund 23.14 8.46 11.73 4.95 7.30
NEI Northwest Growth & Income Fund 17.03 6.92 9.36 4.21 5.66
NEI Northwest Tactical Yield Fund 18.52 5.97 7.87 N/A 7.84
NEI Select Conservative Portfolio 7.71 4.93 5.23 N/A 5.88

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