Register to get unlimited access to our investor forum and all editorial content, including our e-zine and weekly email. Registration is free and only takes a minute.

Triodos Sustainable Mixed Fund Z Cap

Ranked 10 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Erik Breen

Objective

The Fund invests primarily in shares of large cap companies, euro denominated corporate bonds, sovereign bonds and bonds issued by international financial institutions and semi-public institutions that offer a combination of good financial results and an excellent social and environmental performance. A maximum of 5% may be invested in sovereign bonds rated A- or lower by agencies: Standard & Poors, Moodys or Fitch. The allocation between shares and bonds is adjusted within the following ranges: Shares: minimum 30% - maximum 60%; Bonds: minimum 40% - maximum 70%.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.0%
2018 0.2% -2.7% 2.6% 2.1% -1.7%
2017 7.7% 2.0% 2.7% 0.5% 2.4%
2016 16.2% 5.6% 5.8% 5.4% -1.4%
2015 1.3% 1.7% -4.6% 0.9% 3.6%
2014 5.1% 1.0% -0.4% 0.0% 4.5%
2013 0.7% -0.2% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Netherlands
  4. United Kingdom

Fund Info

  • Launch date04/01/2013
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0785618231

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).