Triodos Sustainable Mixed Fund
Global investment fund in sustainable equities and bonds
- Healthy companies delivering superior social and environmental performance
- Diversify risks across equities, corporate bonds and government bonds
- Contribute to corporate social responsibility worldwide
About this fund
Triodos Sustainable Mixed Fund invests its assets in:
- Sustainable equities (30-60%)
- Sustainable bonds and private loans (40-70%) issued by sustainable companies, institutions, semi-government organisations and governments
The investment portfolio is diversified across various countries, sectors and companies and is invested exclusively in euros.
The current allocations are as follows:
Source: RBC Dexia, as per 31-03-2012
One of the companies we invest in is Interface…
…one of world's the biggest manufacturers of carpets. The company develops and uses natural products for its carpets, to make recycling easier.
Read more about our Socially Responsible Investment-strategy (SRI).
Top 10 holdings
| Name | % | |
|---|---|---|
| 1 | 4.000% Austrian Government bond 2006 - 2016 | 5.4 |
| 2 | 3.750% German Government bond 2006 - 2017 | 3.3 |
| 3 | 2.500% Compagnie de Financement Foncier 2008 - 2015 | 2.6 |
| 4 | 3.500% Dutch Government bond 2010 - 2020 | 2.4 |
| 5 | 6.250% Austrian Government bond 1997 - 2027 | 2.1 |
| 6 | 4.850% Austrian Government bond 2003 - 2026 | 2.0 |
| 7 | 4.375% Rabobank NV 2006 - 2021 | 1.8 |
| 8 | 4.000% Dutch Government bond 2009 - 2019 | 1.7 |
| 9 | 3.250% Dutch Government bond 2011 - 2021 | 1.6 |
| 10 | 3.650% Austrian Government bond 2011 - 2022 | 1.6 |
Source: RBC Dexia, as per 31-03-2012