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 April 30, 2017, Series F2
5-Star Fund 1 Yr 3 Yr 5 Yr 10 Yr SI
NEI Ethical Canadian Equity Fund 13.16 5.39 9.97 5.31 5.96
NEI Ethical Special Equity Fund 11.72 4.68 12.94 7.86 8.24
NEI Northwest Canadian Dividend Fund 14.72 7.74 11.99 7.03 10.07
4-Star Fund
NEI Ethical Global Equity Fund 26.18 12.36 15.52 5.37 6.87
NEI Ethical International Equity Fund 15.84 9.19 11.18 2.40 3.93
NEI Ethical Select Conservative Portfolio 7.77 5.31 5.91 N/A 5.89
NEI Northwest Canadian Equity Fund 21.19 8.55 12.27 4.98 7.43
NEI Northwest Tactical Yield Fund 11.44 5.45 7.67 N/A 7.63
NEI Select Conservative Portfolio 8.54 5.55 5.71 N/A 6.06

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