The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles. There is no assurance that the investment objective of the scheme will be achieved.
The Scheme will follow an active investment strategy. The corpus of the scheme will invest in share of companies meeting an Ethical set of Principles including of Shariah, Jainism and other ethical principles encompassing a broad Ethical Framework. Such companies meeting the ethical criteria will be further screened through Quantum`s proprietary integrity framework. These companies will also undergo a financial evaluation based on a set of metrics to ensure they are financially sound before being included in the portfolio.