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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
Shareholder engagement, Negative screening, ESG integration, Thematic investing, Impact investing.
Product Inclusions
  • Financial Inclusion
  • Education
  • Women in leadership
  • Cyber security
  • Clean technology
  • Renewable energy
  • Health & wellbeing
  • Water solutions/infrastructure
  • Waste management & pollution control
  • Sustainable food & agriculture
  • Affordable housing
Product Exclusions
  • Tobacco
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
  • Gambling
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
Canada, U.S., Global, International, Emerging Markets.