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 the 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 31-12-2011
One of the companies we invest in is Suntech Power…
… a pioneer in the growing market for solar energy
Read more about our Socially Responsible Investment-strategy (SRI).
Top 10
| Name | % | |
|---|---|---|
| 1 | 0.750 % German Government bond 2009 - 2012 | 7.5 |
| 2 | 4.750 % Compagnie de Financement Foncier 2007 - 2015 | 2.7 |
| 3 | 6.250 % Austrian Government bond 1997 - 2027 | 2.6 |
| 4 | 4.850 % Austrian Government bond 2003 - 2026 | 2.5 |
| 5 | 4.375 % Rabobank NV 2006 - 2021 | 2.2 |
| 6 | 4.000 % Bank European Investment 2005 - 2037 | 2.1 |
| 7 | 3.625 % UBI Banca SCRL 2009 - 2016 | 2.0 |
| 8 | 3.625 % BMW Fin. 2011-2018 | 1.9 |
| 9 | 3.250% Dutch Government bond 2011 - 2021 | 1.8 |
| 10 | 3.625% Austrian Government bond 2011 - 2022 | 1.8 |
Source: RBC Dexia, as per 31-12-2011
Get in touch
SRI-funds
Quirine Langeveld, Head of business development