A strategic approach to use money for positive change.
Triodos Sustainable Pioneer Fund
Investment fund focusing on innovative sustainable companies
- Invest in small and medium-sized innovators in sustainability
- A sustainable investment with real impact, helping to accelerate change
- Bank on our in-depth knowledge of sustainable sectors
- Initial Charge of 3%
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.
The fund being offered on this website is the Sterling share class in GBP, and as this sub-fund does not yet have performance data for one complete calendar year, there is insufficient data to provide performance information.
All performance information here relates to the Euro share class of the same fund, which is available only to institutional investors in the UK. Past performance is not necessarily a guide to the future.
Returns Triodos Sustainable Pioneer Fund
|1 month||3 months||YTD||1 year||3 year avg.||5 year avg.|
*FTSE Environmental Opportunities All-Share Index (30%), Wilderhill New Energy Global Innovation Index (30%), MSCI World Healthcare Equipment & Services Index (30%), MSCI Small Cap World Index (10%)
In the return tables and graphs of the annual and semi-annual reports the return of the sub-fund is compared with that of the benchmark and the reference index of the sub-fund. You can find these on www.triodos.com.
Source: Triodos Investment Management, returns as per 31-03-2014
Returns last 5 calendar years
Source: Triodos Investment Management
All returns stated are calculated based on net asset values. The value of Triodos Sustainable Pioneer Fund is determined in part by the developments on the financial markets or other markets. Past performance is not a reliable indicator of future performance.
Dividend Triodos Sustainable Pioneer Fund
R-cap: this share class does not pay dividends. All profits are reinvested in the fund.
R-dis: this share class pays an annual dividend to its shareholders. The dividend payment is set by the annual general meeting of shareholders. However, as there are currently no investments in this share class, there is no dividends paid data to report.
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.