Equity

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Forge a path to growth

Equity funds invest primarily in stocks. The purpose of an equity mutual fund is to grow the value of your investment portfolio through capital appreciation.

NEI’s equity funds offer:

  • Excellent potential for growth through capital appreciation 
  • The opportunity to diversify your investments by geography, investment style, responsible investment preferences, and other factors 
  • The potential for dividend income
  • Responsible investment strategies that can mitigate risk and potentially improve returns
  • The opportunity to influence companies and make a positive impact on society and the environment
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Choose your fund

We offer diverse equity funds to suit a range of investor needs, with a focus on responsible investment opportunities. Some of our equity funds provide a fixed monthly distribution for investors seeking regular income. In the tables below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the tables.

NEI Canadian Dividend Fund

Lincluden Investment Management

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NEI Canadian Equity Fund

Letko Brosseau

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NEI Canadian Equity RS Fund

QV Investors

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NEI Canadian Small Cap Equity Fund

Hillsdale Investment Management

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NEI Canadian Small Cap Equity RS Fund

QV Investors

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NEI ESG Canadian Enhanced Index Fund

NEI Investments

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Canadian equity

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Canadian Dividend Fund
Lincluden Investment Management
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NEI Canadian Equity Fund
Letko Brosseau
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NEI Canadian Equity RS Fund
QV Investors
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NEI Canadian Small Cap Equity Fund
Hillsdale Investment Management
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NEI Canadian Small Cap Equity RS Fund
QV Investors
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NEI ESG Canadian Enhanced Index Fund
NEI Investments
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NEI U.S. Equity RS Fund

AllianceBernstein

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U.S. equity

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI U.S. Equity RS Fund
AllianceBernstein
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NEI Clean Infrastructure Fund

Ecofin Advisors

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NEI Emerging Markets Fund

Columbia Threadneedle Investments

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NEI Environmental Leaders Fund

Impax Asset Management

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NEI Global Corporate Leaders Fund

Impax Asset Management

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NEI Global Dividend RS Fund

Amundi Asset Management

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NEI Global Equity RS Fund

Federated Hermes

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NEI Global Growth Fund

Baillie Gifford

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NEI Global Value Fund

Maj Invest

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NEI International Equity RS Fund

Addenda Capital

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Global and international equity

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Clean Infrastructure Fund
Ecofin Advisors
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NEI Emerging Markets Fund
Columbia Threadneedle Investments
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NEI Environmental Leaders Fund
Impax Asset Management
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NEI Global Corporate Leaders Fund
Impax Asset Management
Go to link
NEI Global Dividend RS Fund
Amundi Asset Management
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NEI Global Equity RS Fund
Federated Hermes
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NEI Global Growth Fund
Baillie Gifford
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NEI Global Value Fund
Maj Invest
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NEI International Equity RS Fund
Addenda Capital
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Implementing our approach

There are five activities we undertake as part of our responsible investment program that have a direct connection to our funds: exclusionary screening, ESG evaluation, impact investing, thematic investing, and stewardship. For a more in-depth look at these activities and other aspects of our program, such as policy work and statements of commitment, check out our Responsible Investment Policy. To find out which approaches are applied to which funds, speak with your advisor or consult our fund prospectus.

Simplified Prospectus

RI Policy

Exclusionary screens

Companies are excluded from certain funds if we believe the risk of harm to society and the environment outweighs the potential benefits of investing. Examples include weapons manufacturing and tobacco production.

ESG evaluations

Companies are evaluated on their environmental, social and governance (ESG) performance, with results integrated into the investment process as we pursue long-term sustainable value for our investors.

Impact investing

In addition to financial returns, our impact funds aim to provide positive and measurable environmental and social outcomes. Among other objectives, investments held in the funds may seek to reduce carbon emissions, build low-income housing, and protect water resources.

Thematic investing

Some of our funds aim to generate returns from long-term trends expected to contribute to large-scale structural shifts in the economy, such as the need to better manage natural resources and the transition to cleaner energy sources.

Stewardship

Corporate engagement and proxy voting are tools we use to help companies improve their management of economic, natural and social capital, with the goal of growing long-term sustainable value.

Other asset classes

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We partner with investment managers from around the world

When you invest with NEI, you get access to exceptional expertise and unique investment mandates. Our sub-advisors apply extensive experience and distinct investment philosophies to identify growth opportunities across diverse asset classes.

Meet our sub-advisors
alliance bernstein logo addenda capital logo amundi logo baillie gifford logo columbia threadneedle logo desjardins logo ecofin logo federated hermes logo guardian capital logo Hillsdale logo impax logo Letko Brosseau logo lincluden logo maj logo nei investments logo Picton logo principal logo qv investors logo river road logo wellington logo

*Pending Fund Merger:
At a special meeting of unitholders to be held on October 23, 2024, NEI Investments will seek approval of unitholders to merge NEI U.S. Dividend Fund with NEI U.S. Equity RS Fund. If approved, the merger is expected to take effect on or about November 15, 2024, and thereafter NEI U.S. Dividend Fund will be wound up. For more information about the merger, see the Notice of Special Meeting of Unitholders of NEI U.S. Dividend Fund and the Management Information Circular in connection with the proposed merger.

 

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.

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