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 June 30, 2017, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Ethical Canadian Equity Fund 10.40 3.85 10.34 4.97 5.59
NEI Northwest Canadian Dividend Fund 8.86 5.45 11.99 6.52 9.66
4-Star Fund
NEI Ethical Global Equity Fund 20.28 11.33 15.64 5.37 6.51
NEI Ethical International Equity Fund 16.93 8.54 12.29 2.62 3.86
NEI Ethical Select Conservative Portfolio 5.34 4.47 5.80 N/A 5.61
NEI Ethical Special Equity Fund 9.85 3.23 12.66 7.39 7.98
NEI Northwest Canadian Equity Fund 21.14 8.03 13.04 5.00 7.36
NEI Select Conservative Portfolio 5.36 4.72 5.54 N/A 5.76

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