During 2016, the Triodos investment funds experienced overall growth, building on steady and continuing interest in sustainable investing. The total volume of the funds grew by 5% to EUR 3.3 billion. The overall growth percentage of assets under management was tempered by 4% resulting from Triodos Renewables plc becoming an independent company from Triodos Bank and as such is no longer managed by Triodos Investment Management since March 2016.
Marilou van Golstein Brouwers, Chair of the Management Board: “Recent developments, particularly in politics, have shaken up the world and have unveiled a clear and big divide in society. This is a strong wake-up call for each of us. At the same time, 195 countries have embraced a blueprint for sustainable development for the coming 15 years by adapting the UN Sustainable Development Goals (SDGs) and the Paris Climate Agreement. The urgency of the SDGs and the Paris Climate Agreement is now more than ever paramount and requires a shift in thinking and acting by investors. They have a key role to play in realising these goals and fortunately, this is recognised by an increasing number of investors. As investors, we all need to rise to the challenge and take our responsibility as the next years will be crucial and we simply cannot afford to invest in ways that negatively impact our planet and society.”
Triodos Fair Share Fund and Triodos Microfinance Fund both realised a significant expansion of 10.4% and 17.1% to EUR 328.6 million and EUR 357.1 million respectively. Triodos Organic Growth Fund strongly increased its assets under management during the year by 24.7% to EUR 40.6 million and Triodos Renewables Europe Fund increased its assets under management in 2016 by 14.4% to EUR 73.9 million. The Triodos Sustainable Funds (Triodos SICAV l), which invest in listed companies, experienced a modest growth of 4.1% to EUR 1,347 million.
Assets under management in the Dutch Triodos Green Fund increased significantly by 14.3% to EUR 773.2 million. Triodos Culture Fund experienced a marginal decrease throughout the year of 0.7% to EUR 97.0 million and assets under management in the Triodos Real Estate Fund decreased modestly by 2.5% to EUR 66.6 million.
Triodos Multi Impact Fund, the Triodos fund-of-funds which was launched in December 2015, more than doubled its fund size in its first full year of operation to EUR 39.0 million as per the end of 2016. The fund enables private investors to invest directly in a mix of Triodos investment funds and impact bonds, thus meeting the increasing demand for accessible, scalable and daily tradable investment products with a positive impact.
Triodos investment funds offer investors the opportunity to directly invest in sustainable sectors. These sectors range from inclusive finance, sustainable energy and organic food and agriculture, to cultural institutions, sustainable real estate and listed companies with an above-average social and environmental performance.
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Triodos Investment Management annual figures 2016 Document 143.6 KB