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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 35.16 (02-12-2016)-1.5%3.5%2.9%3.3%
Triodos Sustainable Bond Fund R-disEUR 30.92 (02-12-2016)-1.5%3.5%2.9%3.3%
Triodos Sustainable Equity Fund R-capEUR 34.07 (02-12-2016)-3.2%-7.7%-8.2%8.8%
Triodos Sustainable Equity Fund R-disEUR 35.34 (02-12-2016)-3.2%-7.6%-8.2%8.8%
Triodos Sustainable Equity Fund Z-cap**EUR 39.45 (02-12-2016)-3.0%-7.2%-7.7%9.4%
Triodos Sustainable Equity Fund KR-capGBP 29.03 (02-12-2016)3.4%13.0%15.8%11.2%
Triodos Sustainable Equity Fund KR-disGBP 28.55 (02-12-2016)3.4%13.0%15.9%11.3%
Triodos Sustainable Pioneer Fund R-capEUR 33.39 (02-12-2016)-6.2%-8.5%-3.2%9.8%
Triodos Sustainable Pioneer Fund KR-capGBP 32.36 (02-12-2016)0.2%12.1%22.4%12.5%
Triodos Sustainable Pioneer Fund KR-disGBP 32.36 (02-12-2016)0.2%12.1%22.4%12.5%
Triodos Sustainable Mixed Fund R-disEUR 34.93 (02-12-2016)-2.2%-1.5%-2.1%5.8%
Triodos Sustainable Mixed Fund R-capEUR 35.41 (02-12-2016)-2.2%-1.5%-2.1%5.8%
Triodos Sustainable Mixed Fund Z-cap**EUR 31.70 (02-12-2016)-2.1%-1.2%-1.6%6.3%

* As per 31-10-2016

** 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 .