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NEI Ethical Select Balanced Port Ser F

NWT919
10.34
+0.01
+0.11%
2017-10-19
5 Years
  • Previous Close

    10.33

  • Net Assets

    21.71M

  • Yield

    4.36%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

NEI Investments

Fund Style

Open

Fund Manager

Daniel Solomon

Investment Style

Large Blend

The Portfolio’s investment objective is to provide long-term capital growth and preservation of capital through exposure to foreign and Canadian equity securities and exposure to foreign and Canadian fixed income securities and money market securities. To achieve its objective, the Portfolio will invest in underlying mutual funds, which may be managed by NEI Investments.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 25

Inception

2009-12-11

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