Balanced

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Forge a path to balanced growth

Balanced funds include a mix of equity and fixed income investments. The purpose of a balanced mutual fund is to provide the growth potential of stocks and the lower volatility of bonds in one diversified solution.

NEI’s balanced funds offer:

A combination of growth and income
The potential for a smoother investment journey thanks to the power of diversification
Ease of choice—get your equity and fixed income investments in a single fund
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

Choose your fund

Our balanced funds offer global equity and fixed income opportunities for those seeking moderate growth in a single investment solution. Investors may also receive income through a fixed monthly distribution. In the table below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the table.

NEI Balanced Yield Portfolio

NEI Investments

View fund

NEI Conservative Yield Portfolio

NEI Investments

View fund

NEI Global Sustainable Balanced Fund

Impax Asset Management

View fund

NEI Growth & Income Fund

Letko Brosseau

View fund

Fund Name	Responsible investment strategy	Portfolio manager or sub advisor
NEI Balanced Yield Portfolio		NEI Investments Go to link
NEI Conservative Yield Portfolio		NEI Investments Go to link
NEI Global Sustainable Balanced Fund		Impax Asset Management Go to link
NEI Growth & Income Fund		Letko Brosseau Go to link

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

View all funds

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

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.

Balanced

Forge a path to balanced growth

Choose your fund

Implementing our approach

Exclusionary screens

ESG evaluations

Impact investing

Thematic investing

Stewardship

Other asset classes

Fixed income funds

Equity funds

Multi-asset solutions

We partner with investment managers from around the world