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 amount originally invested. Income is variable and not guaranteed.

The Triodos Microfinance fund is quoted in sterling, however when you purchase or sell, your sterling is converted from sterling into euros or back from euros into sterling.  Your total return is subject to the euro-sterling exchange rate. Dividends are converted from euros to sterling. You may be exposed to currency fluctuations in the regions in which the fund invests.

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.

How to invest

The Triodos Microfinance fund is offered to UK residents aged 18 and over. The minimum investment amount is £10,000.

When deciding if The Triodos Microfinance fund is right for you, it is important that you understand the risks associated with investing in the fund. A comprehensive list of risks associated with the fund can be found in the Prospectus.

The Triodos Microfinance fund should be considered for the long term, e.g. 5-10 years

If you can't find the information you are looking for on our website or have any further questions, you can contact us via phone: 0330 355 0355, email: contact@triodos.co.uk or by post using our address found: here

Before you can apply for the Microfinance fund you will need to complete an Appropriateness Assessment. This will help us understand your knowledge and experience of these types of investments.

 Download an Appropriateness Assessment 

Or call us on 0330 355 0355 and we'll send you one.





What happens next?

If you feel that the Triodos Microfinance fund is right for you please download, print off and complete the Appropriateness Assessment and send it to us at the address on the form.

If we deem that the Triodos Microfinance fund is an appropriate investment for you, we will provide you with an application pack. Please note, that assessing the appropriateness of the Triodos Microfinance fund for you is not the same as providing financial advice. If you are unsure in any way whether the Triodos Microfinance fund is a suitable investment for you, you should seek independent financial advice. If you don't have a financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk.

If, based on your responses to the questions in this assessment we deem that the Triodos Microfinance fund is not an appropriate investment for you, we will let you know and you will not be able to continue with your application.

Because of the complex nature of the Triodos Microfinance fund, you must complete an Appropriateness Assessment each time you wish to apply.

The Appropriateness Assessment and any subsequent applications to buy or sell must be completed and returned to the address on the forms.

The Triodos Microfinance fund has a semi-open-ended structure and is traded on a monthly basis at net asset value, allowing investors to buy and sell shares at the end of the month. Deals are placed at midday on the last working day of the month and settled cash must be received at the latest by midday the working day before. A contract note will be posted to your address on record to confirm the price received and shares purchased shortly after this date.

Please note that investment decisions must be made on the basis of the information provided in the Prospectus and not only on information provided in this summary.

This information is not financial advice. If you are unsure if the Microfinance fund is the right investment for you, 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.

Get in touch

Triodos Microfinance Fund

Please contact us to register your interest in this fund and we will send you further information when available.

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