
NEI lowers charges for sure sequence of NEI Choose RS Portfolios
TORONTO, June 29, 2022 /CNW/ – NEI Investments (“NEI”) right now introduced charge reductions for sure sequence of NEI Choose RS Portfolios, efficient instantly. The charge reductions mirror NEI’s dedication to ship worth to traders, giving them entry to competitively priced options to assist develop their wealth whereas making a constructive affect on the world. NEI makes use of its three-plus a long time of firm expertise in accountable investing to actively have interaction firms on environmental, social, and governance (“ESG”) practices, and is a signatory to the United Nations’ Rules for Accountable Funding.
The charge reductions to NEI Choose RS Portfolios are a continuation of a number of charge reductions delivered throughout NEI’s fund lineup in recent times. The next charge reductions will take impact instantly:
Fund |
Collection |
Present |
New |
NEI Choose Earnings RS Portfolio |
A |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
NEI Choose Earnings & Progress RS Portfolio |
A |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
NEI Choose Balanced RS Portfolio |
A |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
NEI Choose Progress & Earnings RS Portfolio |
A |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.15 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
NEI Choose Progress RS Portfolio |
A |
0.35 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.20 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
NEI Choose Most Progress RS Portfolio |
A |
0.40 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.35 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
F |
0.35 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
P |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
|
PF |
0.30 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
0.25 {7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} |
Administration expense ratios (“MERs”) are revealed twice per 12 months. Printed MERs are based mostly on charges utilized in the course of the earlier interval. MERs will absolutely mirror the modifications to the administration charges after a minimal of 1 full 12 months has handed following the change in charges.
For extra info on NEI’s funds and portfolios, please seek the advice of the Simplified Prospectus (PDF).
About NEI Investments
NEI Investments is a Canadian asset supervisor specializing in accountable investing, with over C$11 billion underneath administration. With over 30 years of agency expertise, NEI is dedicated to offering Canadian traders with a broad vary of accountable funding options. The corporate delivers disciplined, energetic asset administration with a give attention to environmental, social, and governance (ESG) elements. NEI Investments additionally manages and operates a proprietary energetic possession program, and has been a signatory of the United Nations’ Rules for Accountable Funding for greater than 15 years. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.
About Aviso Wealth
Aviso Wealth is one in all Canada’s largest unbiased wealth administration companies. We’re a number one wealth companies provider for the Canadian monetary trade, serving to lots of of institutional and retail organizations achieve a aggressive edge. By connecting to our versatile centre of built-in services and products, our companions are empowered to supply higher wealth administration to their purchasers. Our complete providing consists of funding vendor and insurance coverage companies supporting hundreds of economic advisors throughout Canada. Our asset supervisor, NEI Investments, is a specialist in accountable funding funds and portfolios. Our award-winning on-line brokerage, Qtrade Direct Investing™, permits self-directed traders to construct their wealth with confidence. And Aviso Correspondent Companions gives custodial and carrying dealer companies to portfolio managers, funding sellers, insurance coverage and belief firms, and introducing brokers.
With over C$100 billion in belongings underneath administration and administration, we’re an bold group backed by the collective power of our house owners: the credit score union Centrals, The Co-operators/CUMIS, and Desjardins. For extra info go to aviso.ca.
Commissions, administration charges and bills all could also be related to investments in mutual funds. Trailing commissions could also be related to investments in sure sequence of securities of mutual funds. Please learn the fund information or prospectus of the related mutual fund earlier than investing. Mutual funds aren’t assured, their values change ceaselessly and previous efficiency is probably not repeated.
NEI Investments is a registered trademark of Northwest & Moral Investments L.P. (“NEI LP”). Northwest & Moral Investments Inc. is the final accomplice of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso Wealth”). Aviso Wealth is the only real restricted accomplice of NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP (“Aviso Wealth LP”), which in flip is owned 50{7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} by Desjardins Monetary Holding Inc. (“Desjardins”) and 50{7e44665ad31c7163a3225b5cdeca12ae8e1ba5a9651d05b2285576263eb8f3ac} by a restricted partnership owned by the 5 Provincial Credit score Union Centrals (the “Centrals”) and The CUMIS Group Restricted.
SOURCE NEI Investments
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