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Performance of Triodos investment funds in the first six months of 2017

25-08-2017 |

In the first half year of 2017, the total volume of the Triodos investment funds remained almost stable at EUR 3.3 billion (end of 2016: EUR 3.3 billion). Compared to the year-end figures, the total volume of the Triodos investment funds increased by 1.3%. Although the overall growth of the assets under management was relatively modest, the majority of the funds continued to experience inflow.

Marilou van Golstein Brouwers, Chair of the Management Board of Triodos Investment Management: "Although current market developments are at times challenging for investors, we are pleased to see there are many committed investors out there that continue on their mission to invest with a long term focus and the aim to create positive impact. They are part of a bigger movement of investors that want to contribute to addressing the challenges our world faces today, such as climate change and the continuing growth in social inequality. We are proud to be part of this movement."

In the first half of 2017, Triodos Organic Growth Fund realised a significant expansion of 13.3% to EUR 46.1 million. Triodos Fair Share Fund noted an increase in assets under management of 6.0% to EUR 348.2 million. Triodos Multi Impact Fund, the Triodos fund-of-funds, increased its fund size by 16.5% to EUR 45.1 million and Triodos Renewables Europe Fund increased its assets under management by 1.4% to EUR 74.9 million. Triodos Green Fund experienced an increase in assets under management of 2.1% to EUR 789.5 million.

Triodos Real Estate Fund successfully completed an issue of new shares via a private placement with professional investors in the first half of 2017. The fund issued 5,357,143 new shares during the private placement. In July, so in the second half of 2017, the fund issued another 2,759,620 new shares via a public placement. The issue price was EUR 2.80 in both placements. The share issue resulted in an increase of the fund’s asset under management by 20.6% to EUR 80.3 million in the first half of 2017.

In the first six months of 2017, three funds noted a decrease in assets under management. Triodos Culture Fund decreased by 1.7% to EUR 95.3 million, Triodos Microfinance Fund decreased by 1.1% to EUR 353.0 million and the Triodos SRI Funds (Triodos SICAV I) decreased by 0.9% to EUR 1,335 million.

Triodos investment funds offer investors the opportunity to directly invest in sustainable sectors. These sectors range from inclusive finance, sustainable energy and organic food and agriculture, to cultural institutions, sustainable real estate and listed companies with an above-average social and environmental performance.  

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