The first Triodos Investment Management funds are officially open for investment by Swedish investors. Triodos Global Equities Impact Fund, Triodos Euro Bond Impact Fund, and Triodos Pioneer Impact Fund are now available for both Swedish retail and institutional investors.
The funds are managed by Triodos Investment Management, a globally active impact investor and wholly-owned subsidiary of Triodos Bank, a leading expert in sustainable finance. Each fund has its own specific characteristics. Triodos Global Equities Impact Fund (EUR 823 million)* aims to generate positive impact and competitive returns from a concentrated portfolio of equities issued by large-cap companies offering sustainable solutions. Triodos Pioneer Impact Fund (EUR 322 million) has the same aim but does so with a concentrated portfolio of small- and mid-cap companies pioneering the transition to a sustainable society. Triodos Euro Bond Impact Fund (EUR 322 million) aims to generate positive impact and stable income from a concentrated portfolio of investment-grade, euro-denominated bonds issued by listed companies, and semi-public institutions and EU member state governments.
The funds go beyond traditional ESG approaches to invest for positive change by investing in listed companies and bonds that offer commercial solutions to the world’s most critical sustainability challenges. The funds target companies active in seven themes that are instrumental in the transition towards a sustainable economy.
Shawn Westcott, Investor Relations Manager at Triodos Investment Management: “We face many interconnected challenges, from climate change to social inequality, which are mainly caused by an economic system solely aimed at output and growth. Countering these challenges requires a radical transformation of our economy. A growing number of investors acknowledge their responsibility to contribute to this transformation, as well as the opportunities it presents. We are happy to offer Swedish investors the possibility to use their capital as a driver of positive change. Because, ultimately, how we invest today defines what our world will look like in the future.”
These are the first Triodos Investment Management funds notified in Sweden, and the firm has plans to continue its Nordic expansion over the course of 2021. The funds were already available for distribution in Denmark, and, in 2018, the funds were the first from outside the Nordic region to receive the Nordic Swan Ecolabel.
More information about these funds is available here.
* All figures are based on I-cap share classes and as per the end of April 2020.