Triodos Sustainable Pioneer Fund
Investment fund focusing on innovative sustainable companies
- Invest in sustainable small and mid cap pioneers
- Benefit from growth markets such as medical technology and climate protection
- Risks diversified across sectors and continents
Performance
Returns Triodos Sustainable Pioneer Fund
| 1 month | 3 months | YTD | 1 year | 3 year avg. | 5 year avg. | |
|---|---|---|---|---|---|---|
| TSPF (R-cap) | 0.6% | 4.7% | 4.7% | -17.3% | 8.4% | -5.0% |
| Moningstar Category* | 0.3% | 9.9% | 9.9% | -3.6% | 19.1% | -2.4% |
* Global Small/Mid Cap Equity
In the return tables and graphs of the annual and semi-annual reports the return of the sub fund is compared with that of the benchmark and the reference index of the sub fund. You can find these on www.triodos.com. It is also possible to compare the returns of the sub fund with those of other investment institutions that invest in similar non-sustainable asset categories. In the latter case the return of the sub fund is compared with that of Morningstar category in which the sub fund is included. This category is compiled independently by Morningstar and includes a large group of investment institutions. The returns within this category are calculated on the basis of the net asset value of a stock including reinvested dividends.
Returns as per 31-03-2012
Returns last 4 calendar years
| 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|
| TSPF (R-cap) | -20.3% | 10.2% | 30.9% | -41.4% |
All returns stated were calculated by vwd group based on net asset values. The value of Triodos Sustainable Pioneer Fund is determined in part by the developments on the financial markets or other markets. Past performance is not a reliable indicator of future performance.
Performance chart
Source: Triodos Investment Management
Dividend
Triodos Sustainable Pioneer Fund does not pay dividends. All profits are reinvested by the fund.