Triodos Sustainable Bond Fund
Global sustainable bond investment fund
- Healthy companies delivering superior social and environmental performance
- West European government bonds
- Lower risk and stable returns
Performance
| 1 month | 3 month | YTD | 1 year | 3 year avg. | |
|---|---|---|---|---|---|
| TSBF (I-cap) | 0.6% | 4.1% | 2.0% | 8.6% | 5.7% |
| TSBF (I-dis) | -% | -% | -% | -% | -% |
| Morningstar Category** | 0.3% | 3.4% | 0.3% | 5.4% | 4.7% |
* EUR Diversified Bond
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 last 4 calendar years
| 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|
| TSBF (I-cap) | 4.8% | 3.6% | -% | -% |
| TSBF (I-dis) | -% | -% | -% | -% |
All returns stated were calculated by vwd group based on transaction price, including reinvestment of dividends where applicable. The value of Triodos Sustainable Bond 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: vwd group
Dividend Triodos Sustainable Bond Fund
I-dis: for this share class, Triodos Sustainable Bond Fund pays an annual dividend to shareholders.
I-cap: this share class does not pay dividends. All profits are reinvested in the fund.
Get in touch
SRI-funds
Quirine Langeveld, Head of business development