NEI BLOG LOGIN CONTACT US FRANÇAIS RESPONSIBLE INVESTING PRICES & PERFORMANCE PRODUCTS REGULATORY ADVISOR TOOLS ABOUT NEI Management Reports and Simplified Prospectus Simplified Prospectus Amendment No.2 to the Simplified Prospectus October 19, 2021 Amendment No. 1 to the Simplified Prospectus August 5, 2021 NEI Funds Simplified Prospectus June 25, 2021 Financial Statements NEI Funds Annual Financial Statements September 30, 2020 NEI Funds Interim Financial Statements March 31, 2021 Annual Information Form Amendment No.3 to the Annual Information Form November 15, 2021 Amendment No.2 to the Annual Information Form October 19, 2021 Amendment No. 1 to the Annual Information Form August 5, 2021 NEI Funds Annual Information Form June 25, 2021 Independent Review Committee Reports Annual Report of the Independent Review Committee of the NEI Funds Management Information Circular Management Information Circular September 17, 2021 Notice of Meeting and Notice and Access Letter September 17, 2021 Management Information Circular February 5, 2021 Notice of Meeting and Notice and Access Letter February 5, 2021 PFIC Frequently Asked Questions Proxy Voting Proxy Voting Activity Reports NEI Funds Fund Fact Sheets Management Report of Fund Performance Summary of Investment Portfolio PFIC Annual Information Statements Series Interim Annual For the period ending: June 25, 2021 March 31, 2021 September 30, 2020 June 30, 2021 September 30, 2020 Fixed Income A F I O P PF W WF NEI Canadian Bond Fund - - NEI Global High Yield Bond Fund - - NEI Global Impact Bond Fund - - NEI Global Total Return Bond Fund - - NEI Money Market Fund - - Balanced A F I O P PF W WF NEI Global Sustainable Balanced Fund (Formerly NEI Balanced RS Fund) - - NEI Balanced Yield Portfolio - - NEI Conservative Yield Portfolio - - NEI Growth & Income Fund 3 - - NEI Tactical Yield Portfolio 2 - - - - - - - - - Canadian Equity A F I O P PF W WF NEI Canadian Dividend Fund - - NEI Canadian Equity Fund - - NEI Canadian Equity RS Fund - - NEI Canadian Small Cap Equity Fund - - NEI Canadian Small Cap Equity RS Fund - - NEI ESG Canadian Enhanced Index Fund (formerly NEI Jantzi Social Index® Fund) - - Global Equity A F I O P PF W WF NEI Emerging Markets Fund - - NEI Environmental Leaders Fund - - NEI Global Dividend RS Fund - - NEI Global Growth Fund (formerly NEI Global Equity Fund) 4 - - NEI Global Equity RS Fund - - NEI Global Value Fund - - NEI International Equity Fund 1 - - - - - - - - - NEI International Equity RS Fund - - NEI U.S. Dividend Fund - - NEI U.S. Equity Fund 1 - - - - - - - - - NEI U.S. Equity RS Fund - - Select Portfolios A F I O P PF W WF NEI Select Balanced Portfolio 2 - - - - - - - - - NEI Select Balanced RS Portfolio - - NEI Select Growth Portfolio 2 - - - - - - - - - NEI Select Growth RS Portfolio - - NEI Select Growth & Income Portfolio 2 - - - - - - - - - NEI Select Growth & Income RS Portfolio - - NEI Select Income & Growth Portfolio 2 - - - - - - - - - NEI Select Income & Growth RS Portfolio - - NEI Select Income Portfolio 2 - - - - - - - - - NEI Select Income RS Portfolio - - NEI Select Maximum Growth Portfolio 2 - - - - - - - - - NEI Select Maximum Growth RS Portfolio - - Private Portfolios A F I O P PF W WF NEI Balanced Private Portfolio - - - - - - NEI Growth Private Portfolio - - - - - - NEI Income & Growth Private Portfolio - - - - - - NEI Income Private Portfolio - - - - - - NEI Investment Pools (Only Available in Private Portfolios) A F I O P PF W WF NEI Canadian Equity Pool - - - - - - - NEI Fixed Income Pool - - - - - - - NEI Global Equity Pool - - - - - - - NEI Managed Asset Allocation Pool - - - - - - - 1 Terminated as of the close of business day, April 16, 2021 2 Terminated as of the close of business day, April 23, 2021 3 Fund Fact Sheets as of October 19, 2021 4 Fund Fact Sheets as of November 15, 2021 KEY RESOURCES Prices & Performance Fund Codes Fund Facts Applications & Forms Calculators & Tools Site Map ABOUT NEI Careers Press Releases Contact Us Media Contacts NEI Blog LEGAL & PRIVACY Accessibility Legal Disclaimer Privacy Policy Proxy Voting Fund Financials Prospectuses & AIFs © Copyright 2021 Northwest & Ethical Investments L.P. All rights reserved | Northwest Funds, NEI Investments and Ethical Funds are divisions of Northwest & Ethical Investments L.P.