SOURCE: NEI Investments

NEI Investments

January 11, 2016 10:02 ET

NEI Investments Launches the New NEI Conservative Yield Portfolio

TORONTO, ON--(Marketwired - January 11, 2016) - NEI Investments ("NEI", "Portfolio Manager") today announced the successful launch of the NEI Conservative Yield Portfolio (the "Portfolio") to be managed by NEI's internal Portfolio Management team.

The Portfolio utilizes strategic asset allocation as the principal investment strategy and invests primarily in income mutual funds and also in yield generating, equity mutual funds that provide exposure to markets around the world. The portfolio is intended to provide a lower risk solution to yield generation.

"Investment yield at the lower end of the risk spectrum continues to be a significant need in the market place," said Daniel Solomon, Chief Investment Officer at NEI and lead Portfolio Manager to the new Fund. "Even more conservative investors have needs beyond just wealth preservation, and this portfolio strives to fulfill some of these needs," continued Solomon.

The Portfolio will aim to pay a fixed monthly distribution consisting of income and/or return of capital of a fixed amount per unit determined as of December 31 in the previous year and will have an initial minimum investment of $100,000 CAD. The Portfolio Manager uses strategic asset allocation as the principal investment strategy. The Portfolio Manager has the flexibility to shift its asset allocation over the short-term in response to opportunities identified in the current market environment and in order to minimize risks.


NEI Investments is a national investment firm with approximately $6 billion in assets under management. It offers Canadian retail investors access to experienced money managers through a wide range of investment solutions in three fund families, NEI, Northwest Funds and Ethical Funds. Its products provide investors with a full range of investment management styles as well as conventional and socially responsible investment choices.

NEI Investments is owned 50% by the Provincial Credit Union Centrals and 50% by Desjardins Group. This backing of experience and resources allows NEI Investments to actively support business growth in these networks as well as independent advisor channels.

NEI Investments has offices in Toronto, Vancouver and Montreal. For more information, please visit and follow NEI on Twitter and LinkedIn.

Views expressed are for informational purposes only and should not be considered a recommendation to buy or sell nor should they be relied upon as specific advice, including, without limitation, investment, financial, tax or similar matters.

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. Northwest Funds, Ethical Funds and NEI Investments are registered marks and trademarks owned by Northwest & Ethical Investments L.P.

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