Each of our fixed income funds seeks to create a stable stream of income while keeping risk levels to a minimum. Fixed income investments include securities such as bonds, debentures, Treasury bills and other debt obligations.

• Regular flow of income
• Capital preservation
• Relatively low risk

Funds:
NEI Money Market Fund provides regular income while maintaining liquidity and preserving capital.
NEI Canadian Bond Fund provides high current income while protecting your original investment.
NEI Income Fund provides high current income and the potential for capital gains.

Our balanced fund provides just that – a balanced approach to investing that combines both income and growth objectives in a single investment. We achieve growth by investing in stocks and income by investing in bonds and preferred shares.

Key Features:

• Access to top portfolio managers
• Diversification with a single investment
• Regular flow of income

Each of our Canadian equity funds is diversified by the size of the companies and investment style.

• Access to top portfolio managers
• Provides unique Canadian investment opportunities
• Combines growth and risk management

Funds:
Ethical Canadian Dividend Fund provides a balance between dividend income and capital growth through investments in Canadian equities.
Ethical Growth Fund provides long-term investment growth by investing primarily in Canadian companies.
Ethical Special Equity Fund provides long-term growth by investing in faster growing Canadian small and medium capitalized companies.

Our funds in this category invest primarily in global common stocks and potential growth opportunities with investments from around the world. Our global equity funds are diversified by the size of the companies, geography and investment style.

• Access to top portfolio managers
• Enhanced diversification
• Exposure to emerging markets
• Long term growth potential

Funds:
Ethical American Multi-Strategy Fund provides long-term investment growth by investing primarily in companies listed on U.S. stock exchanges.
Ethical Global Dividend Fund provides long-term capital appreciation and income by investing in global companies.
Ethical Global Equity Fund provides long-term investment growth by investing in global companies.
Ethical International Equity Fund provides long-term growth by investing in non-North American equities and emerging markets in all levels of market capitalization.

Our managed solution portfolios provide you with an all-in-one investment solution that frees you from having to manage and rebalance your portfolio. Each managed solution portfolio is diversified by asset class, geographic region and investment style to help manage risk. You simply choose the managed solution that matches your investor profile and we do the rest for you – all in a single investment.

• Access to top portfolio managers
• Optimized asset allocation
• Enhanced diversification
• Automatic rebalancing

Portfolios:
Ethical Select Income Portfolio provides a high level of income and some potential for growth.
Ethical Select Conservative Portfolio provides a moderate level of income and some potential for long-term growth.
Ethical Select Canadian Balanced Portfolio provides a combination of income and long-term growth, with a focus on Canadian companies.
Ethical Select Canadian Growth Portfolio provides long-term growth with some income, with a focus on Canadian companies.
Ethical Select Global Balanced Portfolio provides a combination of income and long-term growth, with a focus on global companies.
Ethical Select Global Growth Portfolio provides long -term growth with some income, with a focus on global companies.