MS Ethical Portfolio

The key objective of this medium risk, open-ended Naira denominated balanced fund is income generation and ethical investing in socially responsible companies eschewing investments in companies that produce or sell addictive substances or activities (like alcohol, gambling, tobacco, firearms, etc.) in favor of seeking out companies that are engaged in actions that inculcate social justice, environmental sustainability, alternative energy, and clean technology efforts, etc. It seeks to invest 50% in Equities, 30% in high-quality Fixed Income, and 20% in Money Market instruments and is targeted at individuals, MSMEs, and corporate entities with good social values and a preference for ethical investing through a socially conscious investment approach.