Mutual Funds*
We provide access to a wide range of mutual funds to suit your personalized investment plans. If socially responsible investing is important to you, we can help.
To discuss the options that are best for you, contact your Credential Asset Management Inc. Mutual Funds Investment Specialist, or Credential Securities Inc. Investment Advisor, by email, or call us at 934-4000 or toll-free at 1-866-8member (863-6237).
Credential Select Portfolio Fund
Extra-super-diversity. A Credential Select Portfolio Fund offers the advantage of being a ‘fund of funds’– that is, a mutual fund that invests in several ‘underlying’ mutual funds. So, instead of investing in a single mutual fund, you embrace the diversity, expert management and competitive performance of up to 10 top funds with names you can trust like Invesco Trimark, Fidelity, Franklin Templeton, Mackenzie Financial, and Ethical Funds®.
Which of the four Credential Select Portfolios Funds is right for you? That depends on your investment objectives. Sit down with your Credential Asset Management Inc. Mutual Funds Investment Specialist, or Credential Securities Inc. Investment Advisor, at Affinity Credit Union and talk about your financial future. How old are you? How long do you plan to invest? What’s your attitude towards risk? Based on your answers, your Mutual Funds Investment Specialist, or Investment Advisor, will help you choose among the Conservative, Balanced, Growth or High Growth options.
Credential Platinum List
Through our partnership with Credential Asset Management Inc., and Credential Securities Inc., you can invest in the top performing mutual funds available in Canada. Here are just some of the funds available through a Mutual Funds Investment Specialist or Investment Advisor that have been featured on the Credential Platinum List:
TOP FUND COMPANIES
AGF
AIC
C.I.
Clarington
Credential Select Portfolio Funds
Dynamic
Elliot and Page
The Ethical Funds Company®
Fidelity
Mackenzie
Renaissance
Talvest
Franklin Templeton
Invesco Trimark
Stop in or call 934-4000, toll-free at 1-866-8MEMBER (863-6237) and ask a Mutual Funds Investment Specialist, or Investment Advisor, how you can purchase mutual funds for your investment portfolio, and how you can transfer your portfolio to Credential Asset Management Inc., or Credential Securities Inc.
About NEI Investments
NEI Investments makes excellent, independent portfolio managers accessible to Canadian investors through two award-winning fund families: Northwest Funds and Ethical Funds. Our truly active management approach and our relentless focus on risk management are designed to deliver unique investments that outperform in the long term and provide peace of mind to investors.
NEI Investments is also home to Canada’s leading team of socially responsible investing specialists who provide environmental, social and governance analysis for Ethical Funds, the number one socially responsible mutual fund family in the country.
Investment solutions
Every investment product offered by NEI is committed to producing outstanding long‐term performance and high‐end risk management. We engage some of the best, most forward‐looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring.
NEI Investments provides investors with a wide selection of stand‐alone funds and managed solutions covering all major asset classes, investment styles and geographic regions.
Northwest Funds
Ethical Funds
NEI Select Portfolios
For more information, visit us at NEIinvestments.com.
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. NEI Investments, Northwest Funds and Ethical Funds are registered marks and trademarks owned by Northwest & Ethical Investments L.P.
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities and not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member Canadian Investor Protection Fund. Ethical Funds® are available only to Canadian residents. ®Ethical, Ethical Funds, The Ethical Funds Company and TMThere's good money to be made are registered marks and trademarks owned by Ethical Funds Inc. and are used under licence. ® Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
Ethical Funds Mutual Funds
About NEI Investments
NEI Investments makes excellent, independent portfolio managers accessible to Canadian investors through two award-winning fund families: Northwest Funds and Ethical Funds. Our truly active management approach and our relentless focus on risk management are designed to deliver unique investments that outperform in the long term and provide peace of mind to investors.
NEI Investments is also home to Canada’s leading team of socially responsible investing specialists who provide environmental, social and governance analysis for Ethical Funds, the number one socially responsible mutual fund family in the country.
Investment solutions
Every investment product offered by NEI is committed to producing outstanding long‐term performance and high‐end risk management. We engage some of the best, most forward‐looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring.
NEI Investments provides investors with a wide selection of stand‐alone funds and managed solutions covering all major asset classes, investment styles and geographic regions.
Northwest Funds
Ethical Funds
NEI Select Portfolios
For more information, visit us at NEIinvestments.com.
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. NEI Investments, Northwest Funds and Ethical Funds are registered marks and trademarks owned by Northwest & Ethical Investments L.P.
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities and not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member Canadian Investor Protection Fund. Ethical Funds® are available only to Canadian residents. ®Ethical, Ethical Funds, The Ethical Funds Company and TMThere's good money to be made are registered marks and trademarks owned by Ethical Funds Inc. and are used under licence. ® Credential is a registered mark owned by Credential Financial Inc. and is used under licence.