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NEI Income and Growth Private Portfolio

Type of Products & Solutions: Mutual Fund.
Fund Managers NEI Investments
Inception Year 2019
Client Type Individual Investor.
Minimum Investment 100,000
RI Strategy
Shareholder engagement, Negative screening, ESG integration, Impact investing.
Product Inclusions
  • Sustainable food & agriculture
  • Affordable housing
  • Financial Inclusion
  • Education
  • Renewable energy
  • Health & wellbeing
  • Water solutions/infrastructure
  • Waste management & pollution control
Product Exclusions
  • Tobacco
  • Weapons/military
Asset Class
Balanced.
Risk Rating
Low.
Geographic Exposure
Emerging Markets, Canada, U.S., Global, International.