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, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Northwest Canadian Dividend Fund 4.47 6.96 10.81 7.99 9.76
4-Star Fund
NEI Ethical Canadian Equity Fund 2.40 4.54 8.24 5.99 5.55
NEI Ethical Global Equity Fund 19.53 11.38 14.40 7.67 7.02
NEI Ethical Select Conservative Portfolio 6.50 3.14 5.47 N/A 5.58
NEI Ethical Select Income Portfolio 5.80 2.96 N/A N/A 4.32
NEI Ethical Special Equity Fund 3.66 7.81 10.98 8.82 8.06
NEI Global Strategic Yield Fund 7.82 5.45 N/A N/A 7.15
NEI Global Total Return Bond Fund 6.49 2.04 N/A N/A 4.28
NEI Northwest Canadian Equity Fund 12.22 9.50 12.27 8.01 7.53
NEI Northwest Emerging Markets Fund 36.43 10.16 N/A N/A 9.28
NEI Northwest Growth and Income Fund 11.45 7.62 9.77 6.43 5.93
NEI Northwest Specialty Global High Yield Bond Fund 5.55 5.45 4.87 6.38 5.41
NEI Select Conservative Portfolio 5.97 3.49 5.33 N/A 5.74
NEI Select Growth Portfolio 13.10 7.35 9.19 N/A 8.45

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