Triodos Sustainable Pioneer Fund I Cap

Ranked 13 out of 35 in - Global Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Dirk Hoozemans

Objective

The Fund invests in global equities issued by small and medium-sized listed companies that work to provide pioneering and innovative solutions for sustainability issues.The Fund selects companies that are actively contribute to the development of innovative and sustainable solutions for the future. The funds focus is on climate protection (sustainable energy), healthy people (medical technology), clean planet (environmental technology) and on companies that are pioneers in terms of corporate social responsibility (CSR) within their sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -10.3% -4.4% 5.1% 3.9% -14.0%
2017 15.5% 5.2% 6.8% -1.0% 3.8%
2016 8.1% -1.2% 7.1% 5.3% -3.0%
2015 12.2% 11.0% -2.2% -10.0% 14.7%
2014 11.8% 9.5% 0.3% -1.7% 3.5%
2013 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/07/2010
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0309382678

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0.95%

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