SRI Funds
The Triodos SRI funds (Socially Responsible Investments) invest in worldwide bonds and equities issued by listed companies delivering superior social, environmental and financial performance. Our research team screens companies on a number of sustainability criteria and enters into a dialogue with these companies.
The team uses this process to define the Triodos investment universe. The financial management is handled by Delta Lloyd Asset Management NV, which invests in companies included in the Triodos investment universe that are likely to generate the highest financial returns.
Triodos SRI funds institutional share classes
| Fund name | 1 month | 3 months | YTD | 1 year | 3 year (average) |
|---|---|---|---|---|---|
| Triodos Sustainable Bond Fund I-cap and I-dis* | -0.2% | 1.1% | 4.1% | 6.8% | 5.1% |
| Triodos Sustainable Equity Fund I-cap | 1.4% | -1.7% | 6.1% | 16.0% | -7.8% |
| Triodos Sustainable Mixed Fund I-cap and I-dis** | N/A | N/A | N/A | N/A | N/A |
| Triodos Sustainable Pioneer Fund I-cap and I-dis* | N/A | N/A | N/A | N/A | N/A |
Performance as per 31-07-2010
* I-dis is available, but not invested yet
** I-cap and I-dis are available, but not invested yet