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NEI Impact Conservative Portfolio

Type of Products & Solutions: Mutual Fund.
Fund Managers NEI Investments
Inception Year 2023
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500
RI Strategy
Thematic investing, Impact investing, Shareholder engagement, Negative screening, ESG integration.
Product Inclusions
  • Renewable energy
  • Health & wellbeing
  • Water solutions/infrastructure
  • Waste management & pollution control
  • Sustainable food & agriculture
  • Affordable housing
  • Financial Inclusion
  • Education
  • Women in leadership
  • Cyber security
  • Clean technology
Product Exclusions
  • Gambling
  • Tobacco
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
International, Emerging Markets, Canada, U.S., Global.