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 September 30, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Canadian Small Cap Equity RS Fund 6.94 10.55 8.58 10.52 8.01
NEI Select Income and Growth Portfolio 3.58 4.26 5.32 N/A 5.36
NEI Select Income and Growth RS Portfolio 4.47 4.26 5.40 N/A 5.31
4-Star Fund
NEI Balanced Yield Portfolio 4.97 6.87 N/A N/A 6.19
NEI Canadian Dividend Fund 4.84 8.67 8.77 8.32 9.45
NEI Canadian Equity Fund 9.66 11.30 10.73 9.50 7.51
NEI Global Equity RS Fund 12.04 12.85 12.81 8.94 6.92
NEI Global High Yield Bond Fund 0.82 6.47 4.67 6.89 5.15
NEI Global Total Return Bond Fund 0.96 2.19 3.51 N/A 3.47
NEI Growth and Income Fund 8.86 9.20 9.05 7.67 5.90
NEI Select Balanced Portfolio 5.19 6.64 7.01 N/A 6.79
NEI Select Income RS Portfolio 3.79 4.01 N/A N/A 3.89
NEI Tactical Yield Portfolio 3.60 7.54 5.92 N/A 6.89

Speak to your advisor today.