Investment Strategy · Responsible Investing

Investors should not have to choose between discipline and principles.

At A.L.E.E.F., responsible investing is not an added layer or a marketing label. It is the first filter every investment passes through, shaping what enters the portfolio and what stays out.

How We Invest Responsible Investing
The framework
Screen first, analyse second.

Every potential investment passes ethical and Shariah screening before any financial analysis begins. If an activity falls outside the fund’s principles, it does not move forward, regardless of how attractive the return may look.

This is what allows A.L.E.E.F. to stay consistent in both how it invests and what it stands for, combining financial discipline with a clear and principled framework.

How it works
01
Universe definition
The process begins by applying ethical and Shariah-based exclusions to the wider investment universe, so only eligible opportunities move forward.
02
Financial analysis
Only what passes the screen is then assessed on financial quality, portfolio fit, and long term value.
03
Ongoing monitoring
Holdings are reviewed regularly to ensure they remain aligned with the fund’s framework over time.
What we avoid
Sectors that stay out.
Alcohol
Production, distribution, and sale of alcoholic beverages.
Gambling
Casinos, betting agencies, lottery operations, and online gambling platforms.
Weapons
Manufacturing and distribution of military armaments and civilian firearms.
Tobacco
Production and marketing of cigarettes, cigars, and alternative tobacco goods.
Conventional Finance
Interest-bearing commercial banks, investment firms, and insurance operations.
Adult Entertainment
Creation, hosting, and distribution of pornography or explicit materials.
Pork
Pork product processing, farming, distribution, and specialty food businesses.
Non-ethical Biotech
Genetic engineering, animal testing, and controversial medical/scientific trials.
Interest-based Lending
Lenders, brokers, and credit structures operating strictly on interest-charging models.
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A.L.E.E.F.
Excluded sectors stay out, regardless of performance. That is the discipline our shareholders trust us with.
A.L.E.E.F. Investment Framework