Triodos Values Bond Fund
Through Triodos Values Bond Fund you invest in listed companies with a strong financial position as well as a solid social and environmental performance. In addition to the usual risk and return analysis, a thorough assessment is made of the sustainability characteristics of these companies. Triodos Bank’s research team is responsible for the sustainability research and defines the investment universe based on social and environmental criteria. For more information about the research process, dialogue with companies and research news, visit the Research & Dialogue section of this website.
Delta Lloyd Asset Management, which handles the financial side of the fund’s management, subsequently selects the investment mix from this investment universe.
Below you find the listed companies that Triodos Values Bond Fund invests in as at March 2010. They belong to the most sustainable operating companies in the world.
Abertis
Abertis Infraestructuras develops and maintains tollways and is committed to contribute to the UN Millennium Development Goals.
Atlantia
Atlantia manages toll motorways and takes initiatives to reduce the emissions of its customers.
Banca Monte dei Paschi di Siena (MPS)
Banca Monte dei Paschi di Siena (MPS) has a tradition of philanthropy and adheres to strong social standards.
BMW
BMW is a leader in the premium automobile industry, but also ranks first in terms of social responsibility.
BNG (Bank Nederlandse Gemeenten)
BNG serves public needs and helps to minimise the cost of social provisions.
Brisa Auto-Estradas
Brisa Auto-Estradas operates motorways while committing itself to improve the safety on the road.
BT Group
BT Group is a provider of internet and telecommunication services with a strong customer focus and the best sustainability performance in its industry.
CADES
CADES plays a central role in financial services for social security in France.
Carrefour
Carrefour is a food retailer that focuses on reducing its environmental impact.
Coca-Cola Hellenic Bottling Company (CCHBC)
Coca-Cola Hellenic Bottling Company bottles non-alcoholic beverages from a range of manufacturers and has a good sustainability performance.
Crédit Foncier
Crédit Foncier finances real estate and helps families that are in need of a home.
Deutsche Genossenschafts-Hypothekenbank
DGHB finances real estate and supports cultural and social projects.
Deutsche Post
Deutsche Post performs well on sustainability after it ended its involvement in Burma.
Dexia
Dexia’s main business is financing public bodies, while it sets clear targets to reduce CO2 emissions.
Diageo
Diageo is an alcoholic drinks producer that performs well on sustainability issues and promotes responsible use of alcohol.
DSM
DSM is a producer of fine chemicals and a sustainability frontrunner in the industry.
Eurohypo
EuroHypo finances real estate while rejecting loans related to weapons.
European Investment Bank (EIB)
The EIB provides loans to less-developed EU countries and screens its projects for their environmental impact.
Henkel
Henkel makes household and personal products while showing the best sustainability performance in its industry and without animal testing.
Holcim
Holcim from Switzerland is a cement maker that makes an effort to restore its old quarries and turn them into nature conservation areas.
Hypothekenbank in Essen
Hypothekenbank in Essen lends to public-sector debtors and merged with EuroHypo in 2008.
ING Group
ING Group is a financial services company that aims to become carbon neutral.
Kommunalkredit Austria
Kommunalkredit finances public-sector projects and screens its customers for involvement in weapons.
Nationwide Building Society
Nationwide Building Society is a mortgage lender that provides financial services for social housing.
Nokia
Nokia makes cell phones with a strong sustainability performance and an open eye for access to economic opportunity.
Rabobank
Rabobank is a financial group with an agricultural background and shows the best sustainability performance among its peers.
Roche
Roche is a pharmaceutical company that is transparent about key sustainability issues like animal testing and genetic engineering.
Svenska Handelsbanken
Svenska Handelsbanken operates mainly in Sweden and reports comprehensively about its environmental performance.
Telefonica
Telefonica is one of the leading fixed and mobile telecommunications companies and performs above the sector average in all sustainability aspects.
Teliasonera
TeliaSonera provides telecommunication services with a focus on customer satisfaction.
TNT
TNT is a postal system operator that helps fight world hunger and shows the strongest sustainability performance in its sector.
Vodafone
Vodafone provides mobile telecommunication services and shows a strong sustainability performance.
Volkswagen
Volkswagen aims to continuously improve the environmental performance of its cars and asks its suppliers to commit to the same principle.
- Research newsletter
Now available: Triodos Sustainability Research e-zine. You can view the latest edition and subscribe to this newsletter.
- Pioneers in sustainability
- We added six CSR Pioneers to the investment universe of Triodos Values Pioneer Fund. Each of them sets itself apart from other companies with innovative products and sustainable solutions for the future. One of the new pioneers is Chipotle, that serves Mexican-style fast food in the US.
- Because you’re worth it!
- Being eco-friendly seems to be the latest beauty trend. Can you imagine cosmetics giant L’Oréal as a frontrunner in sustainability? Triodos’ new sector study on stock listed companies in the personal care industry places the company far ahead of its peers, Shiseido, Beiersdorf (Nivea), Estée Lauder and Avon Products.
- Specialty Chemicals
- DSM and Johnson Matthey continue their position in the Triodos sustainable investment universe.