NS Ethical Advisory Portfolio
- What is NS Ethical Advisory Portfolio?
A unique theme-based portfolio which refrains from investing in those companies which may be against moral social, religious or environmental beliefs of investors.
Investment Universe, Process & Strategy
- The portfolio is along only portfolio. It is based on S & P BSE 500 Shariah Index Constituents which is one of the Ethical Universe in Indian Equity markets
- Stock Selection Method is Based on Investment Framework of ‘Growth in Value’ and ‘Principle of Linearity’ and rigorously research on 5Ms process visualizing – Market, Management, Moat, Financial Model and Multiples
- The portfolio will consist of 15 – 25 stocks with Maximum Weight on anyone stock will be 15%
Rebalancing Strategy
- Rebalancing as per changes in the S & P BSE 500 Shariah Index.
- Portfolio companies rigorously tracked for risk and reward on fundamental research
- Based on Investment the sis and Rebalancing methodology, appropriate restructuring in the portfolio is done.
For Whom?
- The portfolio is best suited for investors who wish to invest in to companies that conduct business in socio – responsible ways.
