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Performance Triodos investment funds in the first six months of 2012

Total volume of investment funds managed by Triodos Investment Management stable

31-08-2012 | Zeist, The Netherlands

During the first six months of 2012 the volume of the investment funds managed by Triodos Investment Management grew by 2% to EUR 2.1 billion. During the same period of 2011 this volume fell by 3%.

Marilou van Golstein Brouwers, managing director Triodos Investment Management: “Also in the current turbulent investment climate, investors opt for sustainability. The investment opportunities in sustainable sectors remain solid.”

During the first half of 2012 Triodos Renewables Europe Fund registered 23.7% growth, which gives it an excellent basis for expanding its investments in the European sustainable energy sector. The microfinance funds Triodos Fair Share Fund and Triodos Microfinance Fund also saw a distinct increase in their net assets, of 7.1% and 10.2% respectively. The Triodos Sustainable Funds, which invest in listed companies, enjoyed 10.3% growth.

As a result of negative value adjustments in the property portfolio, the fund volume of Triodos Real Estate Fund fell by 9.7%. Triodos Green Fund (-5.9%) and Triodos Culture Fund (-16.8%) also suffered declines. These declines are mainly due to the curtailment of Dutch tax benefits for green, cultural and social and ethical investments. In the Act on the elaboration of tax measures provided for in the 2013 Budget Agreement, which came into force on 18 July 2012, further changes to these tax benefits have been laid down. The tax benefit for green investments is maintained at the current level of 1.9%. This is favourable for Triodos Green Fund. Triodos Culture Fund and Triodos Fair Share Fund face the abolition of the tax benefit on 1 January 2013.


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