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 31-03-2012
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
| 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
Get in touch
SRI-funds
Quirine Langeveld, Head of business development