• The Triodos Future Generations Fund is now available for UK retail investors, providing a unique investment opportunity for those who want to support a thriving future for children
  • The equivalent of 0.1% of the fund’s net asset value will be donated yearly by Triodos Investment Management to support UNICEF programmes
  • The fund joins Triodos Bank UK’s existing portfolio of impact investment funds

Triodos Bank UK has introduced the Triodos Future Generations Fund, a thematic fund aimed at improving the wellbeing and development of children worldwide, to UK retail investors. The fund provides an opportunity for everyday investors to support listed small and midcap companies around the world that fit into this unique socially-focused investment theme.

The fund is managed by Triodos Investment Management (Triodos IM), the investment arm of Triodos Bank, and has been open to European investors and UK institutional investors since March 2022. The fund currently has assets under management of EUR 38 million. Triodos IM donates the equivalent of 0.1% of the fund’s net asset value (NAV) per year to support UNICEF programmes.

The Triodos Future Generations Fund is the fourth fund from Triodos IM to be offered to UK retail investors. It joins the existing portfolio of impact investment funds – the Triodos Global Equities Impact Fund, Triodos Pioneer Impact Fund and Triodos Sterling Bond Fund. The funds are classified as Article 9 products by the Sustainable Finance Disclosure Regulation (SFDR), as they focus specifically on achieving a sustainability goal. They are available to UK retail investors through investment platforms, as well as directly from Triodos Bank UK, where they can be included within a Stocks and Shares ISA wrapper.

The Triodos Future Generations Fund aims to generate positive impact and healthy financial returns by investing in a concentrated portfolio of global listed small and midcap companies active in one of the fund's five themes: health and wellbeing, education, equal opportunity, access to basic services, and safety. Actively managed and with a long-term investment horizon, the fund has a high-conviction portfolio with 30-40 companies across sectors, regions, and company sizes. The fund is part of Triodos IM’s Impact Equities & Bonds fund range.

Current portfolio companies include US education services provider Stride; OrthoPediatrics, the world's first company to produce orthopaedic devices specifically for children; and Sobi, a Swedish company focused on treatments for rare diseases. As with all Triodos Impact Investment Funds, the full list of portfolio companies is published online for all investors to see.

Sjoerd Rozing, fund manager of the Triodos Future Generations Fund, commented: “An increasing number of companies are no longer just looking at shareholder value, but at the interests of all stakeholders. We believe future generations belong on that list of stakeholders, and this is why the fund has been set up to support that long-term vision.” 

Roger Hattam, director of retail banking at Triodos Bank UK, added: “Triodos impact investment funds have been recognised as some of the most ethical and impactful available to retail investors in the UK. Given the huge importance of creating a healthy and just future for our young people, the addition of the Triodos Future Generations Fund provides investors with another opportunity to increase the positive impact their money has.”

The UNICEF donation will specifically support programmes such as the Building Bricks for the Future project. This project addresses two major challenges in Côte d’Ivoire, Africa: waste management and education. One solution is transforming the plastic waste into bricks, which are then used to build classrooms. In addition, separate to the fund management, Triodos IM will work together with UNICEF aiming to amplify the voice of children and further their rights within the assets management world, building on UNICEF’s Tool for Investors on Integrating Children’s Rights into ESG Assessment.

Sandra Visscher, Executive Director UNICEF Luxembourg, said: “While children account for nearly one-third of the world’s population, investors’ human rights policies seldom reflect the special considerations businesses need to make to respect children’s rights. We believe that this collaboration helps to put children’s rights more clearly on the investor agenda and encourage integration of children’s rights into ESG decision-making processes across the investor world.”

Important information

Like all investments, your capital is at risk – investments can go down as well as up, currency fluctuations can affect the value of your investment and you may not get back what you put in. The benefits of an ISA depend on your individual circumstances and tax rules may change in the future.

You should ask an independent financial advisor if you're unsure which investment is right for you. Triodos Bank doesn’t offer financial advice.

Neither UNICEF, nor its partner in Luxembourg, Comité luxembourgeois pour l’UNICEF, is acting as an investment adviser and neither of them has had or will have any role in the design, structuring, development, management or operation of the Triodos Future Generations Fund. UNICEF, and the Comité luxembourgeois pour l’UNICEF, have not been and will not be involved in the management of the Triodos Future Generations Fund, including its investments decisions. Neither UNICEF nor the Comité luxembourgeois pour l’UNICEF has endorsed Triodos IM, Triodos SICAV I, the Triodos Future Generations Fund or any investment by the Fund. UNICEF and the Comité luxembourgeois pour l’UNICEF make no recommendation as to investment in the the Triodos Future Generations Fund. The sole role of UNICEF, and the Comité luxembourgeois pour l’UNICEF, is to receive the donation from Triodos IM and apply such donation to UNICEF’s programmes for children. UNICEF and the Comité luxembourgeois pour l’UNICEF will have no liability to the Triodos Future Generations Fund or investors in the Fund in relation to investments in the Fund, the performance of the Fund or otherwise in connection with the Fund. UNICEF is immune under international law from every form of legal process.

 

-ENDS-

For further information, please contact:

Ellie James
T: 0117 311 0241
[email protected]

Notes to editors

Details of the fund

Triodos Future Generations Fund is a sub-fund of Triodos SICAV I, an investment fund managed by Triodos Investment Management. Triodos Future Generations Fund is open-ended in structure and is traded on a daily basis, at net asset value. The fund classifies as an undertaking for collective investment in transferable securities (UCITS) under the UCITS Directive (Directive 2009/65/EC).

More information about the fund is available on www.triodos-im.com.

About Triodos Bank

Founded in 1980, Triodos Bank has become a frontrunner in sustainable banking globally. As an independent bank that promotes responsible and transparent banking, it does not see any conflict between a focus on people and the planet and a good financial return. Instead it believes that they reinforce each other in the long-term.

Triodos Bank has banking activities in the Netherlands, Belgium, the UK, Spain and Germany, as well as Investment Management activities based in the Netherlands but active globally. Triodos Bank co-founded the Global Alliance for Banking on Values (GABV), a network of 54 sustainable banks. Together these banks want to grow sustainable banking and its impact on the real economy substantially.

Triodos Bank UK Ltd is a wholly owned subsidiary of Triodos Bank NV. Registered Office: Deanery Road, Bristol, BS1 5AS. Registered in England and Wales Company No. 11379025. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 817008. VAT reg no 793493383.

About Triodos Investment Management

Triodos Investment Management connects a broad range of investors who want to make their money work for lasting, positive change with innovative entrepreneurs and sustainable businesses doing just that. In doing so, we serve as a catalyst in sectors that are key in the transition to a world that is fairer, more sustainable and humane.

We have built up in-depth knowledge throughout our 25 years of impact investing in sectors such as Energy & Climate, Inclusive Finance and Sustainable Food & Agriculture. We also invest in listed companies that materially contribute to the transition toward a sustainable society. Assets under management as per end of December 2022: EUR 5.5 billion.

Triodos Investment Management is a globally active impact investor and a wholly owned subsidiary of Triodos Bank NV.

About UNICEF

UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. Across more than 190 countries and territories, we work for every child, everywhere, to build a better world for everyone.

UNICEF has no role in the development, management or operation of the Triodos Future Generations Fund, including the Fund’s investments decisions. UNICEF does not endorse any investment adviser, investment, company or product, and makes no recommendation as to investment in Triodos Future Generations Fund.