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NEI Impact Balanced Portfolio

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