Important information
Investing in the funds on offer from the UK branch of Triodos Bank NV is available only to UK residents. You should not interpret any information on this website as financial advice. If, after reading the information supplied, you are still unsure as to the appropriateness or suitability of investing with Triodos Bank, you should contact an independent financial advisor. The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested.

About the Sustainable Equity Fund

Sectors covered by the fund

TSEF sector 06 13  EN

Source: RBC Investor services

This fund invests exclusively in equities issued by listed companies with what we believe to be a strong financial position and delivering superior social and environmental performance.

Regions

TSEF landen 06 13  EN

Source: RBC Investor services

The investment risk is diversified due to the allocation of the portfolio to large cap stocks in various regions of the world; full details can be found in the Prospectus.

Sustainable companies we invest in.

An example of one of the companies we invest in is Philips which performs well in the field of sustainability and is an important contributor to reaching the Millennium Development Goals.

Triodos Sustainable Equity Fund - Phillips Ledlamp 

Read more about our Socially Responsible Investment Strategy.

Top 10 stocks

  Name %
 1 Roche Holding Ag /Genussschein 2.7
 2 Novo Nordisk A/S /-B- 2.0
 3 Walt Disney /Disney Ser 2.0
 4 Emc Corp 2.0
 5 Comcast Corp/-A- 2.0
 6 The Priceline Group Inc Shs 1.9
 7 Vodafone Group Plc 1.7
 8 Hain Celestial Group Inc. 1.7
 9 Taiwan Semiconduct.Manuf/Sadr 1.7
10  Ebay Inc 1.7

Source: RBC Investor services, as per
31-07-2014

See the full portfolio of investments in the Triodos Sustainable Equity Fund.

Important Notice
Any investment decision should only be made on the basis of the Prospectus or the Key Investor Information Document(s) and not on any information on this page of this website. Past performance is not necessarily a guide to the future.

When investing in these funds currency risk arises because the investments made by the funds are denominated in US dollars, Euros and other foreign currencies. In principle the fund does not hedge the currency risk of these investments. As the UK share classes are offered in sterling, when comparing returns for these share classes to those generated for the Euro share classes offered to European investors, returns will be affected by currency fluctuations between Sterling and the Euro.

Socially Responsible Investment Strategy

A strategic approach to use money for positive change.

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