Marketing materials

Investment education, fund information and more

Here you can review and download the materials we provide to help you better understand what we do at NEI, as well as general investment concepts and advisor-only materials.

Investor materials

Description

Document

Company information and policies

NEI corporate brochure

Responsible Investment Policy

Proxy Voting Guidelines

Investment concepts

Investing basics – a guide to investing and building wealth

Asset class winners and losers – managing risk through diversification

Bulls & bears – visualizing up and down markets over time

Staying invested – why time in the markets matters

Four pillars of investing – planning for your financial future

It pays to stay invested - market volatility chartbook

The Cost of Capital Production - chart

Bear market decision for the balanced investor – chart

Bear market decision for the equity investor – chart

What investors can do in a recession – commentary

Advisor materials (must be signed in)

Description

Document

Reference materials

Monthly performance by asset class – Series A

Monthly performance by asset class – Series F

Fund Focus – detailed fund information updated quarterly

Dealer reference guide – fund information tables updated quarterly

Preferred pricing brochure

Promotional items policy

Group RRSP guide

Annual distribution factors

2022 year-end

2021 year-end

2020 year-end

2019 year-end

2018 year-end (mutual fund trusts)

2018 year-end (corporate class)

Yield Snapshot

Fixed income funds

Equity funds

Fund attribution reports

NEI Canadian Dividend Fund

NEI Canadian Equity RS Fund

NEI Canadian Equity Fund

NEI Canadian Small Cap Equity RS Fund

NEI Canadian Small Cap Equity Fund

NEI Emerging Markets Fund

NEI Environmental Leaders Fund

NEI Global Dividend RS Fund

NEI Global Equity RS Fund

NEI Global Growth Fund

NEI Global Value Fund

NEI International Equity RS Fund

NEI U.S. Dividend Fund

NEI U.S. Equity RS Fund

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.