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Socially Responsible Investments (SRI)

Smart investors invest in better.

When it comes to investing, performance is important, but you also want to be sure that your money is invested in businesses passionate about doing this in the right way. Smart investors know the value of investing in companies built on foundations of social responsibility, good governance and sustainability.

Shape a better future - two funds, one purpose

We offer two Socially Responsible Investment (SRI) funds – the Triodos Sustainable Equity and Pioneer funds, that invest in stock market listed companies that provide solutions to sustainability challenges:

Triodos Sustainable Equity fund - invests in large listed sustainable companies, worldwide

Triodos Sustainable Pioneer fund - invests in innovative small and medium-sized companies that are pioneers in their field of sustainability  

You can invest in the SRI funds directly or via a Triodos Ethical Stocks and Shares ISA  for tax efficiency. The favourable tax treatment of ISAs could change and tax savings depend on personal circumstances.

Natasha SRI

“I like the idea that I can invest in new technologies that are helping to solve some of society’s biggest problems. For me it’s a win-win that my money is being used in a way that benefits both society and me financially.”
Natasha, Triodos SRI customer from East London.

A strategy to shape a better future

Triodos Investment Management, a wholly owned subsidiary of Triodos Bank, adopts an SRI fund strategy based on the United Nations (UN) Sustainable Development Goals. The UN Sustainable Development Goals have been adopted to end poverty, protect the planet and ensure prosperity for all as part of the sustainable development agenda.

Performance

When it comes to performance, over a 5 year period the Triodos SRI funds show an average annual return of: 10.5% for the Triodos Sustainable Equity fund and 11.4% return with the Triodos Sustainable Pioneer fund. These figures are correct as of July 2018.

Past performance is not a guide to future returns. Your capital is at risk and the value of your investment may go down as well as up and you may not get back the full amount you invested. Currency fluctuations may also affect the value of your investment.

How to increase your impact

SRI funds are one of the ways that Triodos Bank is making it easier for us all to bring our money and our values together.

This information is not financial advice. If you are unsure of the suitability of an investment, please seek independent financial advice. If you don’t have an independent financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk

Investments are not covered by the Dutch deposit guarantee scheme, however they may be covered by the Investor compensation scheme. For more information on these schemes please read the deposit guarantee scheme and investor compensation scheme page.

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