Nei jantzi social index fund series a

Management Reports and Simplified Prospectus Simplified Prospectus. NEI Funds Simplified Prospectus June 25, NEI Jantzi Social Index® Fund and NEI Balanced RS Fund December 23, 2019 Series Interim Interim Annual; For the period ending: June 25, 2019 The Jantzi Social Index (JSI) was launched in January 2000 in partnership with Dow Jones Indexes. It is a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consisting of 50 Canadian companies that pass broad set of ESG criteria.

In 2001, Meritas Mutual Funds launched the Social Index Fund, an RRSP eligible mutual fund that invests in common shares of companies that comprise the JSI. Group Fund Manager: Northwest & Ethical Investments L.P., Contact Name: NEI Jantzi Social Index® Fund (formerly Meritas Jantzi Social Index® Fund) · NEI   24 Jan 2020 The NEI Jantzi Social Index Fund is being rebranded the NEI ESG Management fees have been reduced for multiple series of both funds. 18 Nov 2019 reduce the management and/or fixed administration fees on select series of NEI Balanced RS Fund and NEI Jantzi Social Index® Fund, with 

18 Nov 2019 reduce the management and/or fixed administration fees on select series of NEI Balanced RS Fund and NEI Jantzi Social Index® Fund, with 

Manulife Meritas SRI US Equity Fund. Manulife NEI US Equity RS Fund II. Manulife Meritas SRI Jantzi Social Index® Fund. Manulife NEI Jantzi Social Index ®  22 May 2015 Meritas Jantzi Social Index Series F. Meritas Monthly Div and Income Series F. Meritas Monthly Dividend and Income. NEI Ethical Canadian  24 Jan 2019 Receiving the A+ Award for 2018 were 168 mutual funds, 41 exchange-traded Jantzi Social Index ETF (XEN) · iShares MSCI Europe IMI Index ETF (CAD- Hedged) Portfolio Series Balanced Growth Segregated Fund · SunWise Portfolio Series NEI Select Growth & Income RS Portfolio – RI Balanced  Instrument Name Nei Jantzi Social Index Fund Series A (Instrument Exchange CADFUNDS: Instrument Symbol NWT103.CF) The JSI is a 60 stock index where the companies have been screened based on a series of social criteria that is similar to those found in the ""Criteria For Socially Responsible Investing"". The JSI is a market-weight index and we have chosen to cap the individual weighting of any one company at 10% of the value of the Fund based on a market test." NEI Jantzi Social Index Fund is an open-end fund incorporated in Canada. The Fund seeks capital appreciation with current income being a secondary investment objective.

The JSI is a 60 stock index where the companies have been screened based on a series of social criteria that is similar to those found in the ""Criteria For Socially Responsible Investing"". The JSI is a market-weight index and we have chosen to cap the individual weighting of any one company at 10% of the value of the Fund based on a market test."

NEI Jantzi Social Index® ®Fund (formerly Meritas Jantzi Social Index Fund) - Series A and P Sales charge option What you pay How it works in percent (%) in dollars ($) Front-end 0% to 5% $0 to $50 on every $1,000 purchased This is a front end sales charge option in which you pay a commission to your representative's firm when you buy the units. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Performance charts for NEI Jantzi Social Index Fund (MERJSLL) including intraday, historical and comparison charts, technical analysis and trend lines. Management Reports and Simplified Prospectus Simplified Prospectus. NEI Funds Simplified Prospectus June 25, NEI Jantzi Social Index® Fund and NEI Balanced RS Fund December 23, 2019 Series Interim Interim Annual; For the period ending: June 25, 2019 The Jantzi Social Index (JSI) was launched in January 2000 in partnership with Dow Jones Indexes. It is a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consisting of 50 Canadian companies that pass broad set of ESG criteria. © Copyright 2020 Northwest & Ethical Investments L.P. All rights reserved | Northwest Funds, NEI Investments and Ethical Funds are divisions of Northwest & Ethical

Group Fund Manager: Northwest & Ethical Investments L.P., Contact Name: NEI Jantzi Social Index® Fund (formerly Meritas Jantzi Social Index® Fund) · NEI  

Instrument Name Nei Jantzi Social Index Fund Series A (Instrument Exchange CADFUNDS: Instrument Symbol NWT103.CF)

22 May 2015 Meritas Jantzi Social Index Series F. Meritas Monthly Div and Income Series F. Meritas Monthly Dividend and Income. NEI Ethical Canadian 

24 Jan 2019 Receiving the A+ Award for 2018 were 168 mutual funds, 41 exchange-traded Jantzi Social Index ETF (XEN) · iShares MSCI Europe IMI Index ETF (CAD- Hedged) Portfolio Series Balanced Growth Segregated Fund · SunWise Portfolio Series NEI Select Growth & Income RS Portfolio – RI Balanced  Instrument Name Nei Jantzi Social Index Fund Series A (Instrument Exchange CADFUNDS: Instrument Symbol NWT103.CF) The JSI is a 60 stock index where the companies have been screened based on a series of social criteria that is similar to those found in the ""Criteria For Socially Responsible Investing"". The JSI is a market-weight index and we have chosen to cap the individual weighting of any one company at 10% of the value of the Fund based on a market test."

NEI Jantzi Social Index® Fund (formerly Meritas Jantzi Social Index® Fund) Fund Profile. Date of Formation: Mar 21 2001, Auditor: Ernst & Young LLP. In 2001, Meritas Mutual Funds launched the Social Index Fund, an RRSP eligible mutual fund that invests in common shares of companies that comprise the JSI. Group Fund Manager: Northwest & Ethical Investments L.P., Contact Name: NEI Jantzi Social Index® Fund (formerly Meritas Jantzi Social Index® Fund) · NEI   24 Jan 2020 The NEI Jantzi Social Index Fund is being rebranded the NEI ESG Management fees have been reduced for multiple series of both funds. 18 Nov 2019 reduce the management and/or fixed administration fees on select series of NEI Balanced RS Fund and NEI Jantzi Social Index® Fund, with