Similar to the Meritas offering discussed above, this is set up as a fund of funds portfolio that invests in a well-diversified mix of NEI funds. It is heavily tilted towards equities, which make up approximately three quarters of the fund. Performance has been more than respectable, gaining an annualized 6.3% for the three years ending February 28, handily outpacing the S&P/TSX Composite Index and many of its peers. Volatility has also been firmly in check, making this a very solid SRI offering.