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For distribution partners

Socially responsible investment opportunities

Triodos SRI funds invest in global (EUR) bonds and global equities issued by listed companies, which offer both a strong financial and sustainability performance.

The R- and Z-classes are suited for distribution within Europe.

FundnameNAV3 month*YTD*1 year*3 year avg*
Triodos Sustainable Bond Fund R-capEUR 35.24 (21-06-2017)-0.2%-0.5%-0.6%1.8%
Triodos Sustainable Bond Fund R-disEUR 30.64 (21-06-2017)-0.2%-0.5%-0.6%1.8%
Triodos Sustainable Equity Fund R-capEUR 38.13 (21-06-2017)2.3%6.8%8.6%10.9%
Triodos Sustainable Equity Fund R-disEUR 39.50 (21-06-2017)2.3%6.8%8.6%10.9%
Triodos Sustainable Equity Fund Z-cap**EUR 44.29 (21-06-2017)2.4%7.1%9.2%11.5%
Triodos Sustainable Equity Fund KR-capGBP 34.05 (21-06-2017)4.5%9.3%24.3%14.1%
Triodos Sustainable Equity Fund KR-disGBP 33.28 (21-06-2017)4.4%9.2%24.3%14.1%
Triodos Sustainable Pioneer Fund R-capEUR 37.75 (21-06-2017)2.2%6.4%3.6%8.0%
Triodos Sustainable Pioneer Fund KR-capGBP 38.39 (21-06-2017)4.5%8.9%18.9%11.4%
Triodos Sustainable Pioneer Fund KR-disGBP 38.39 (21-06-2017)4.5%8.9%18.9%11.4%
Triodos Sustainable Mixed Fund R-disEUR 36.37 (21-06-2017)0.8%2.5%3.0%5.7%
Triodos Sustainable Mixed Fund R-capEUR 37.10 (21-06-2017)0.8%2.4%3.0%5.7%
Triodos Sustainable Mixed Fund Z-cap**EUR 33.30 (21-06-2017)0.9%2.6%3.5%6.2%

* As per 31-05-2017

** The Z-share classes of the Triodos funds have a limited history. A part of the historic returns is based on the similar Triodos R-share classes which have an identical investment policy.

We also offer a range of investment funds in the area of impact investment .