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 October 31, 2019, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Select Income & Growth RS Portfolio 10.64 5.07 4.94 5.56 5.52
NEI Select Income RS Portfolio 9.92 4.56 4.76 N/A 4.54
4-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI International Equity Fund 10.84 8.17 10.23 8.32 5.41
NEI Global High Yield Bond Fund 6.33 4.19 3.98 6.50 5.07
NEI U.S. Equity Fund 14.93 13.03 12.79 13.54 9.11
NEI Canadian Equity Fund 9.74 8.67 7.32 9.86 7.07
NEI Canadian Dividend Fund 9.31 4.74 5.59 9.26 9.04
NEI Select Income & Growth Portfolio 9.95 4.53 4.86 5.54 5.50
NEI Growth and Income Fund 7.01 6.38 6.31 7.86 5.56
NEI International Equity RS Fund 14.68 7.91 8.30 7.08 4.14
NEI Select Growth & Income RS Portfolio 11.02 6.08 6.42 N/A 6.65
NEI Canadian Small Cap Equity RS Fund 0.47 3.57 3.74 10.14 7.03
NEI Emerging Markets Fund 20.01 7.77 6.40 N/A 5.83
NEI Select Growth Portfolio 9.15 6.38 6.38 7.53 7.36
NEI Select Balanced Portfolio 9.26 5.64 5.84 6.67 6.57
NEI Select Growth & Income Portfolio 9.20 5.59 5.45 6.09 4.62
NEI Global Dividend RS Fund 16.26 9.27 9.33 9.95 6.86
NEI Global Total Return Bond Fund 9.29 4.12 3.58 N/A 4.18
NEI Select Balanced RS Portfolio 10.50 6.01 5.75 N/A 6.32
NEI Select Growth RS Portfolio 11.43 7.12 6.59 N/A 6.99
NEI Select Income Portfolio 9.35 4.54 4.21 N/A 4.26
NEI Conservative Yield Portfolio 8.59 4.41 N/A N/A 4.34
NEI Global Value Fund 9.36 10.09 N/A N/A 10.39

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