NEI Global Total Return Bond Fund wins 10-year LSEG Lipper Fund Award for second consecutive year

Repeat recognition in the Global Core Plus Fixed Income classification highlights a decade of consistent risk-adjusted performance for advisors and their clients.

TORONTO, Nov. 6, 2026 /CNW/ — NEI Investments (“NEI”) today announced that NEI Global Total Return Bond Fund (Series F) has won a 2026 LSEG Lipper Fund Award. The fund earned the 10-year award in the Global Core Plus Fixed Income classification within the Canada Active Awards universe. This is the second consecutive year the fund has received this award.

The award recognizes the fund’s consistently strong risk-adjusted performance relative to its peers. For advisors building core fixed income allocations, it adds independent, third-party validation of a strategy with a long-term track record across changing interest rate cycles.

A flexible approach to global fixed income

NEI Global Total Return Bond Fund takes a thoughtful, active approach to fixed income. Amundi Asset Management (Amundi), one of the world’s largest and most recognized fixed income managers, sub-advises the fund. It uses a flexible, unconstrained strategy to find opportunities across global government bonds, corporate credit and currency markets.

This approach provides investors with broad geographic exposure across global fixed-income markets. It also creates the potential to add value through active duration management and currency strategies.

“This second consecutive award underscores the fund’s consistent performance,” said Tim Prescott, Senior Vice President and Head of Asset Management, NEI Investments. “It reflects the expertise of our sub-advisor, Amundi, and our shared commitment to delivering long-term value to investors. It also highlights the strength of our rigorous manager selection process, and the trust advisors and their clients place in NEI to navigate global fixed income.”

“We are proud to partner with NEI Investments on this important fund and delighted to see LSEG recognize its performance once again,” said Grégoire Pesques, fund manager and CIO of Global Fixed Income at Amundi. “At Amundi, we apply a disciplined, global macro-driven process to capture the best opportunities worldwide. This repeat accolade reflects the dedication of our investment team and our ongoing commitment to supporting Canadian investors with resilient, innovative solutions.”

Navigating changing market conditions

The fund’s long-term track record extends across a variety of market cycles. Its flexible approach to asset allocation provides the investment team with the ability to respond to changing market conditions. A broad investment universe spanning sovereign bonds, corporate credit, high-yield bonds and emerging market debt provides Canadian investors with differentiated exposure across global fixed income markets.

More ways to access NEI strategies

Building on its longstanding partnership with Amundi, NEI recently launched NEI Global Short-Term Bond Fund. The same Amundi fixed-income team that has managed NEI Global Total Return Bond Fund for more than a decade now manages the new fund.

NEI Global Short-Term Bond Fund is part of NEI’s inaugural ETF Series, which launched on the Toronto Stock Exchange (TSX) in October 2026. The lineup includes NEI Global Short-Term Bond Fund (TSX: NESB), NEI Conservative Income ETF Portfolio (TSX: NECP), NEI Balanced ETF Portfolio (TSX: NEBP) and NEI Growth ETF Portfolio (TSX: NEGP). Each strategy is available as both an ETF Series and a mutual fund series. Advisors and investors can choose the format that best fits their portfolios and the way they prefer to invest.

About NEI Investments

Northwest & Ethical Investments L.P. (“NEI Investments” and “NEI”) is part of the asset management arm of Aviso Wealth Inc. (“Aviso”) — one of Canada’s leading wealth management services providers. NEI has over 40 years of asset management experience and manages over $15 billion in assets as of October 31, 2026. NEI takes a differentiated approach to achieving investment outcomes, leveraging an extensive network of specialized domestic and global money managers, proprietary investment management, asset allocation expertise, and a dedicated responsible investing team. Together, these elements are designed to navigate the dynamics of a changing world, identify unique investment opportunities, and deliver a diverse range of outcomes with financial growth at the core. For more information, visit www.neiinvestments.com. 

About the LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see www.lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper Inc.

Performance for NEI Global Total Return Bond Fund, Series F, for the period ended September 30, 2026, is as follows: -1.06% (1 year), 4.11% (3 year), 1.82% (5 year) and 2.16% (10 year). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2026, are as follows: 4 (3 years), 5 (5 years), 5 (10 years). LSEG Lipper Leader Ratings are subject to change every month. Lipper Leader ratings is a calculation that ranks funds against its peers based on the metric used (such as Total Return or Expense), and the highest 20% of funds in each peer group are named Lipper Leaders and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1.  

NEI Global Total Return Bond Fund (Series F) was awarded the LSEG Lipper Fund Award Canada 2026, Canada Active Awards, Global Core Plus Fixed Income, 10 Years, selected from 22 funds for the period ending July 31, 2026. 

From LSEG Lipper Fund Award © 2026 LSEG. All rights reserved. Used under license.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by CU CUMIS Wealth Holdings LP, a limited partnership owned by the five provincial credit union centrals and The CUMIS Group Limited.

SOURCE NEI Investments