Mutual Funds

About Northwest & Ethical Investments L.P.

Northwest & Ethical Investments L.P. is a credit union and caisse-owned mutual fund provider, sharing values with our cooperative ownership, and rooted in serving the real-life investment needs of Canadians. The mission of Northwest & Ethical Investments L.P. (NEI) is to provide high quality, multi-brand investment solutions. The Ethical Funds and Northwest Funds product suites provide investors with a full range of fund management styles as well as conventional and sustainable investment choices.

NEI contracts some of the best forward-looking investment managers in the industry, and employs Canada’s largest in-house Sustainable Investing Team with unparalleled expertise. Every investment offered by NEI is committed to producing outstanding long term performance and high-end risk management – for both your portfolio and for your values.

The NEI products are supported by a Canada-wide team of professionals all working to provide the highest levels of customer service to advisors and investors alike. NEI’s unique ownership structure is emblematic of this commitment.

NEI is owned 50% by the Provincial Credit Union Centrals and 50% by Desjardins Group, united in their focus to strengthen and serve the cooperative financial movement across Canada. This backing of experience and vast resources provides economies of scale and allows NEI to actively support business growth in these networks as well as independent advisor channels.

For more information, visit us at northwestethical.com

Ethical Funds

Make money. Make a difference.™
We all have issues we care about deeply. For Ethical Funds socially responsible investing is far more than just aligning investments with values, or simply investing in good companies. It is about making good companies even better and helping to build a better world, while achieving our investor’s financial goals.

Sustainable Investing In Action
Our Sustainable Investing Program uses a multi-faceted process scorecarding and shareholder action system to encourage companies to adopt positive and sustainable business practices.

Ethical Funds continues to be Canada’s leader in sustainable investing with:

• Over 20 years at the forefront of the SRI industry
  
• Largest family of SRI funds
  
• Largest team of in-house sustainability analysts
  
• Offering a full lineup of standalone funds
  
• Canada’s most proactive and comprehensive Shareholder engagement program —improving how companies do business

Products and Solutions

The family of 8 Ethical Funds provide Canada’s most comprehensive lineup of socially responsible investment fund, with broad diversity in asset classes and geographical regions to handle variations in market cycles.

For more information, visit ethicalfunds.com

Northwest Funds

Aiming for Better Returns with Less Risk™
Northwest Funds refers to the “Northwest” quadrant of the chart that plots risk versus return – the domain of better returns with less risk.

An investment in Northwest Funds earns you our commitment to strive for the best risk managed returns possible. Northwest Funds employs some of the best forward-looking value managers in the industry – managers with a history of creating exceptional performance in good markets and preserving capital when markets are down.

Products and Solutions

Core & Specialty
With a comprehensive suite of core and specialty funds, Northwest Funds covers a variety of assets classes and geographical regions to handle variations in market cycles. The Northwest lineup includes 5 core funds, 5 specialty funds and 9 corporate class funds, as well as 6 target risk portfolio funds.

Northwest Select Portfolios: Diversify. Optimize. Simplify.
Select one of 6 Northwest Select Portfolios and you instantly access everything you need in an investment portfolio:

• Top quality funds
• Expert fund managers
• Strategic asset mix
• Diversification for risk
• Automatic rebalancing

For more information, please visit northwestfunds.com

NEI Funds

The NEI Money Market Fund and NEI Canadian Bond Fund are quality fixed income funds and are screened and monitored by the NEI Sustainability Team under the category of corporate bond funds.

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. Ethical Funds and Northwest Funds are divisions of Northwest & Ethical Investments L.P. Northwest Funds, Aiming for Better Returns with Less Risk, ®Ethical, Ethical Funds, Ethical Growth Fund, and Make money. Make a difference. are registered marks and trademarks owned by Northwest & Ethical Investments L.P.

 

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