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 March 31, 2018, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Northwest Canadian Dividend Fund 0.32 4.82 8.85 7.36 9.39
4-Star Fund
NEI Ethical Canadian Equity Fund -3.71 2.52 6.64 5.51 5.16
NEI Ethical Global Equity Fund 11.17 10.19 13.48 7.54 6.81
NEI Ethical Select Conservative Portfolio 2.91 2.39 4.94 N/A 5.36
NEI Ethical Select Income Portfolio 2.87 2.43 N/A N/A 3.97
NEI Ethical Special Equity Fund -1.45 5.15 9.39 8.28 7.58
NEI Global Strategic Yield Fund 3.17 3.98 N/A N/A 6.13
NEI Northwest Canadian Equity Fund 8.08 7.46 11.11 7.92 7.39
NEI Northwest Emerging Markets Fund 26.14 9.31 N/A N/A 8.80
NEI Northwest Growth and Income Fund 8.13 6.57 9.09 6.26 5.83
NEI Select Conservative Portfolio 2.66 2.68 4.79 N/A 5.50

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