NEI Investments
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Management Reports and Simplified Prospectus

Simplified Prospectus

Financial Statements

Annual Information Form

Independent Review Committee Reports

Declaration of Trust

IRS Tax Information

For PFIC information related to funds that were terminated in 2016, please email NEIclientservices@neiinvestments.com.

Management Information Circulars

PFIC

Proxy Voting

Ethical Funds

Fund Fact Sheets Management Report of Fund Performance Commentary Summary of Investment Portfolio PFIC Annual Information Statements
Series Interim Annual First Quarter
For the period ending: June 8, 2017 March 31, 2017 September 30, 2016 March 31, 2017 May 31, 2017 September 30, 2016
Canadian Balanced A F T I B P PF
NEI Ethical Balanced - - - -
Canadian Equity
NEI Ethical Canadian Equity - - - -
NEI Ethical Special Equity - - - -
Global Equity
NEI Ethical Global Dividend - -
NEI Ethical Global Equity - - - -
NEI Ethical International Equity - - - -
NEI Ethical US Equity - - - -
Select Portfolios
NEI Ethical Select Balanced Port. - - - -
NEI Ethical Select Conservative Port. - - - -
NEI Ethical Select Growth Port. - - - -
NEI Ethical Select Income Port. - - -

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NEI Funds

Fund Fact Sheets Management Report of Fund Performance Commentary Summary of Investment Portfolio PFIC Annual Information Statements
Series Interim Annual First Quarter
For the period ending: June 8, 2017 March 31, 2017 September 30, 2016 March 31, 2017 May 31, 2017 September 30, 2016
A F T I B P PF
NEI Canadian Bond Fund - - - -
NEI Conservative Yield Portfolio - -
NEI Environmental Leaders Fund - -
NEI Generational Leaders Fund - - - -
NEI Global Strategic Yield Fund -
NEI Global Total Return Bond Fund -
NEI Global Value Fund - - - -
NEI Money Market Fund - - - -

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Northwest Funds

Fund Fact Sheets Management Report of Fund Performance Commentary Summary of Investment Portfolio PFIC Annual Information Statements
Series Interim Annual First Quarter
For the period ending: June 8, 2017 March 31, 2017 September 30, 2016 March 31, 2017 May 31, 2017 September 30, 2016
Core Funds A F T I B P PF
NEI Northwest Canadian Dividend - - -
NEI Northwest Canadian Equity - - - -
NEI Northwest Emerging Markets - - - -
NEI Northwest Global Equity - - - -
NEI Northwest Growth and Income - - -
NEI Northwest Tactical Yield -
NEI Northwest U.S. Dividend - -
Specialty Funds
NEI Northwest Specialty Equity - - - -
NEI Northwest Specialty Global High Yield Bond - - -
Select Portfolios
NEI Select Balanced Port. - - -
NEI Select Conservative Port. - - -
NEI Select Global Maximum Growth Port. - - -
NEI Select Growth Port. - - -

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Corporate Class

Management Report of Fund Performance Summary of Investment Portfolio PFIC Annual Information Statements
Interim Annual
For the period ending: March 31, 2017 September 30, 2016 May 31, 2017 September 30, 2016
NEI Northwest Canadian Dividend CC
NEI Northwest Canadian Equity CC
NEI Northwest Emerging Markets CC
NEI Northwest Global Equity CC
NEI Northwest Growth and Income CC
NEI Northwest Short Term CC
NEI Northwest Specialty Equity CC
NEI Northwest Tactical Yield CC
NEI Northwest U.S. Dividend CC
NEI Select Balanced CC Port.
NEI Select Conservative CC Port.
NEI Select Global Max. Growth CC Port.
NEI Select Growth CC Port.

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