Niche Asset Management manages NEF Ethical Step to Balanced 2030, an innovative ESG global fund that gradually shifts from fixed income to equities, offering investors a disciplined, step-by-step path toward a balanced portfolio by 2030. By increasing equity exposure progressively over 5 years, the fund allows investors to naturally average into global markets — avoiding the risk of investing a lump sum at or near a market peak. The fund is actively managed, using a value-driven, fundamental and engagement-based approach, in line with Niche Asset Management’s investment philosophy.
