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).
® Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence
Northwest & Ethical Investments
About Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P. is a credit union and caisse-owned mutual fund provider, sharing values with our cooperative ownership, and rooted in serving the real-life investment needs of Canadians. The mission of Northwest & Ethical Investments L.P. (NEI) is to provide high quality, multi-brand investment solutions. The Ethical Funds and Northwest Funds product suites provide investors with a full range of fund management styles as well as conventional and sustainable investment choices.
NEI contracts some of the best forward-looking investment managers in the industry, and employs Canada’s largest in-house Sustainable Investing Team with unparalleled expertise. Every investment offered by NEI is committed to producing outstanding long term performance and high-end risk management – for both your portfolio and for your values.
The NEI products are supported by a Canada-wide team of professionals all working to provide the highest levels of customer service to advisors and investors alike. NEI’s unique ownership structure is emblematic of this commitment.
NEI is owned 50% by the Provincial Credit Union Centrals and 50% by Desjardins Group, united in their focus to strengthen and serve the cooperative financial movement across Canada. This backing of experience and vast resources provides economies of scale and allows NEI to actively support business growth in these networks as well as independent advisor channels.
For more information, visit us at northwestethical.com.
Ethical Funds
Make money. Make a difference.TM
We all have issues we care about deeply. For Ethical Funds socially responsible investing is far more than just aligning investments with values, or simply investing in good companies. It is about making good companies even better and helping to build a better world, while achieving our investor’s financial goals.
Sustainable Investing In Action
Our Sustainable Investing Program uses a multi-faceted process scorecarding and shareholder action system to encourage companies to adopt positive and sustainable business practices.
Ethical Funds continues to be Canada’s leader in sustainable investing with:
- Over 20 years at the forefront of the SRI industry
- Largest family of SRI funds
- Largest team of in-house sustainability analysts
- Offering a full lineup of standalone funds
- Canada’s most proactive and comprehensive Shareholder engagement program — improving how companies do business
Products and Solutions
The family of 8 Ethical Funds provide Canada’s most comprehensive lineup of socially responsible investment fund, with broad diversity in asset classes and geographical regions to handle variations in market cycles.
For more information, visit ethicalfunds.com.
Northwest Funds
Aiming for Better Returns with Less RiskTM
Northwest Funds refers to the “Northwest” quadrant of the chart that plots risk versus return – the domain of better returns with less risk.
An investment in Northwest Funds earns you our commitment to strive for the best risk managed returns possible. Northwest Funds employs some of the best forward-looking value managers in the industry – managers with a history of creating exceptional performance in good markets and preserving capital when markets are down.
Products and Solutions
Core & Specialty
With a comprehensive suite of core and specialty funds, Northwest Funds covers a variety of assets classes and geographical regions to handle variations in market cycles. The Northwest lineup includes 5 core funds, 5 specialty funds and 9 corporate class funds, as well as 6 target risk portfolio funds.
Northwest Select Portfolios: Diversify. Optimize. Simplify.
Select one of 6 Northwest Select Portfolios and you instantly access everything you need in an investment portfolio:
- Top quality funds
- Expert fund managers
- Strategic asset mix
- Diversification for risk
- Automatic rebalancing
For more information, please visit northwestfunds.com.
NEI Funds
The NEI Money Market Fund and NEI Canadian Bond Fund are quality fixed income funds and are screened and monitored by the NEI Sustainability Team under the category of corporate bond funds.
* Mutual funds are offered through Credential Asset Management Inc. 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. Ethical Funds and Northwest Funds are divisions of Northwest & Ethical Investments L.P. Northwest Funds, Aiming for Better Returns with Less Risk, ®Ethical, Ethical Funds, Ethical Growth Fund, and Make money. Make a difference. are registered marks and trademarks owned by Northwest & Ethical Investments L.P.
Golden Opportunities Fund Inc.
The Golden Opportunities Fund is Saskatchewan’s #1 selling labour-sponsored investment fund. It has experienced consistent growth since inception. Investing in a Golden Opportunities Fund can provide you with a 35% tax credit on your investment.* Click here for more details.
Some conditions apply. For more information, contact a Credential Asset Management Mutual Funds Investment Specialist at Affinity Credit Union.
*Golden Opportunities offers up to 35% in tax credits to residents of Saskatchewan. Tax credits are available to investors provided that the fund is held for at least eight years from the date of purchase. Mutual funds are offered through Credential Asset Management 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 are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
SaskWorks Fund
The SaskWorks Venture Fund is Saskatchewan's top performing Labour Sponsored Investment Fund. Since 2001, SaskWorks has experiences continued growth in sales. Investing in a SaskWorks fund can provide investors with a 35% tax credit.* Click here for more information.
Some conditions apply. For more information, contact a Credential Asset Management Mutual Funds Investment Specialist at Affinity Credit Union.
*SaskWorks offers up to 35% in tax credits to residents of Saskatchewan. Tax credits are available to investors provided that the fund is held for at least eight years from the date of purchase. Mutual funds are offered through Credential Asset Management 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 are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
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.
Ethical Funds Mutual Funds
Save for your future, while your investments work to improve the future for everyone.
The Ethical Funds Company offers Canada's most comprehensive family of socially responsible mutual funds.
There's good money to be made™ with The Ethical Funds Company. Why? Adding values to your investment goals can make a difference. Combining performance with responsibility can help you make money. Good money.
The Ethical Funds Company adds value to your RRSP with:
- A full range of mutual funds in a variety of categories to help diversify your retirement savings portfolio
- Solid financial management by top portfolio mangers with specialized expertise from around the world
- Competitive returns on your RRSP investment
- Investments that work for your future AND for your values
- Socially responsible investing
- Carefully applied ethical principles
The Ethical® Principles:
- Non-tobacco
- Non-military
- Non-nuclear
- Progressive stakeholder relations
- Human rights and equal opportunity
- Progressive environmental practices
Automatic Monthly Payments:
- Take the worry out of investing with an Ethical Funds Pre-Authorized Contribution (“PAC”) Plan.
- Decide on the amount, the frequency, and the funds you wish to purchase, and it happens automatically.
- Contribute as little as $50 per month, or as much as your budget allows.
- Ask your Mutual Funds Investment Specialist, or Investment Advisor, how Ethical Funds can help you save for a better future by or calling us at 934-4000 or toll-free at 1-866-8MEMBER (863-6237).
More information about e-mailing
*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-CIPF. 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.