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Why the Triodos Global Equities Impact Fund?
Features
Investment approach
We follow a rigorous approach to selecting companies for our funds
Performance
Cumulative performance chart
Dividends
Charges
Who we invest in
Top 5 holdings
Breakdown by sector
Breakdown by country
Share price and fund details
Documents
We want you to be sure this is the right investment for you. Before you invest, make sure you understand the risks and terms of your investment. This information is not financial advice. If you're unsure whether the Triodos Impact Funds are the right investment for you, please seek independent financial advice.
How to invest
Our how-to guide explains how you can invest in the Triodos Impact Funds
FAQs
You can provide us with money to invest in the Triodos Impact Investment Funds by electronic bank transfer.
Account name: Triodos Bank UK Ltd
Account number: 10019561
Sort Code: 60-00-04
The funds must be transferred within 10 working days of your application and be sent from a UK bank account held in your name and match the bank details you provided in your application or Top Up form.
Please put your name as the payment reference.
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We offer three impact investment funds - the Triodos Global Equities Impact Fund, the Triodos Pioneer Impact Fund and the Triodos Sterling Bond Impact Fund. All the Impact Funds are available in two different share classes, distribution and capitalisation.
The minimum initial investment per Impact Investment Fund is £1,000, and the minimum top up amount is £500 per fund.
The minimum holding amount is £500 per share class. This means that your initial investment must be at least £1,000 per impact investment fund and £500 per share class. In addition to this, you are not able to sell part of your holding and leave a positive balance of below £500, and you will either need to sell your entire holding in that share class or if applicable a smaller amount.
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The Triodos Impact Investment Funds are sub-funds of Triodos SICAV I, a “Société d’Investissement à Capital Variable” established in Luxembourg. Triodos SICAV I has a Passport into the UK, enabling UK distribution. Triodos SICAV I, including its sub-funds, is governed by the law of the Grand Duchy of Luxembourg.
The funds being offered in the UK are:Triodos Global Equities Impact Fund
Triodos Global Equities Impact Fund offers investors the possibility to invest in equities issued by larger listed companies worldwide delivering superior social and environmental performance within their sector as well as a strong financial performance.
Triodos Pioneer Impact Fund
Triodos Pioneer Impact Fund provides investors the opportunity to invest in equities issued by innovative and pioneering small and medium-sized listed companies worldwide that focus on the sustainable themes of climate protection, clean planet, healthy living, and or corporate social responsibility.
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You can switch between funds and share classes by completing a fund switch form.
A fund switch is when you sell your holding in one fund or share class and buy back another. For example, if you hold the Triodos Global Equities Impact Fund and want to switch to the Triodos Pioneer Impact Fund you should download and complete the fund switch form. This will instruct us to sell your holding in the Triodos Global Equities Impact Fund and buy back the Triodos Pioneer Impact Fund.
We don’t charge for carrying out this instruction and the switch takes place at the same valuation point, however you must still meet the minimum investment amount of £1,000 and minimum top up amount of £500.
If you would like to switch, please ensure you have read the relevant Key Investor Information Document (KIID) which can be found under Key Documents.
Please note, when selling your holding outside of an ISA you will realise a capital gain or loss. Most individuals have a capital gains allowance of £12,300 (for the 2021/22 tax year), below which there is no charge on gains. If you happen to make a capital loss this can be used to offset future capital gains.
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We apply a 0.4% annual service charge which is charged on a monthly basis. The annual service charge is expressed as an annual percentage and is calculated monthly based on the value of your holdings on the last business day of the month. On the first business day of the new month shares will be sold to cover the charge. By Business Day we mean any day on which banks are open for business in Luxembourg and the UK i.e. any day other than Saturdays, Sundays or other public holidays.
Please be aware that the sale of shares to cover the annual service charge is classified as a disposal for Capital Gains Tax purposes and may need to be declared to HMRC.
The annual service charge will be itemised on your quarterly statement, which provides a breakdown of all charges applied over the previous quarter along with any additional trades during the period.
The Ongoing Charges Figure (OCF, also known as the Total Expense Ratio or TER) is the ongoing costs of running the funds. The OCF includes the fund managers Annual Management Charge and other expenses of running the fund, such as the board of directors and audit fees. The Annual Management Charge is the charge taken by Triodos Investment Management to select investments based on their sustainable and financial performance.
The OCF is expressed as an annual percentage and is calculated and deducted from the fund daily. The charge is reflected in the value of the fund, you will not see this on your statement and do not need to pay for it separately.
Please visit the fund pages on our website for details of the current OCF being applied:
Triodos Global Equity Impact Fund
Triodos Sterling Bond Impact Fund
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By opening a Triodos Ethical Stocks and Shares ISA you can invest any of our impact investment funds:
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Bring your money and your values together to create positive change
Start my applicationImpact report 2020
Impact of the fund in numbers and stories
This is impact investing
Our latest stories about socially responsible and impact investing
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How to transfer an existing ISA to a Triodos Stocks & Shares ISA
You can transfer some or all of an existing ISA to a Triodos Stocks & Shares ISA and invest in the Triodos Impact Investment Funds - without losing your tax-free ISA status. Remember, the benefits of ISAs depend on your circumstances and tax rules may change in future.
You can transfer from another provider, or from a Triodos Cash ISA or Innovative Finance ISA. Please check with your existing ISA provider if there are any penalties or charges for transferring out.
- Open a Triodos Stocks & Shares ISA
Already have a Triodos Stocks & Shares ISA? Move onto step two.
If you don’t currently have one, you'll need to complete the online application form for the Triodos Ethical Stocks & Shares ISA before you can make a transfer into it.
- Understand the risks, terms and conditions
I understand that:
- I must be a UK resident to invest in the funds.
- I should see my investment as long term (5-10 years), because it can go down in value as well as up, and I may not get back what I invest.
- Income is variable and not guaranteed.
- The Triodos Global Equities Impact and Triodos Pioneer Impact Funds are operated in euros, but priced in sterling for UK investors, so my total return is subject to the euro-sterling exchange rate. The Triodos Sterling Bond Impact Fund is operated and priced in sterling.
- Triodos Bank doesn’t offer financial advice, and if I’m unsure which investment is right for me, I’ll ask an independent financial advisor.
I’ve read the important information I need to make an informed decision about my investment:
- Terms and conditions
- Supplementary Information Document
- Prospectus
- Key Investor Information Documents:
- Complete your transfer form
Download the transfer form, complete it and return it to the address on the form.
- Transfer from another provider to a Triodos Stocks & Shares ISA
- Transfer from another Triodos ISA to a Triodos Stocks & Shares ISA
The form tells us which ISAs you want to move. If you want to transfer more than one ISA to us, please send us a separate form for each ISA you wish to transfer.
The transfer forms are interactive so you can populate them online.
- We’ll transfer the funds for you
We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.
Do not move funds out of an ISA yourself, because your money will lose this ISA status.
We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days.