Triodos Pioneer Imp GBP K Ret Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.86
  • 3 Year alpha5.03
  • Distribution Typeincome
  • BenchmarkMSCI World SMID NR LCL
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.10%
  • IA Sector-
  • Manager GroupTriodos Bank
  • DomicileLuxembourg
  • ISINLU0785618660

Investment Strategy

The Sub-Fund invests at least 67% of its Net Assets in shares of small and midcap companies that are listed on the worldwide markets, that comply with the sustainable investment strategy described in the general part of the Prospectus, in the section “Sustainability assessment”, and that offer good investment prospects. Up to 33% of the Sub-Fund’s Net Assets may be held in large cap companies. The definition of market capitalisation of small, mid and large cap companies is dynamic and is based on the index methodology used by MSCI. The Management Company will update the market capitalisation thresholds for small, mid and large cap companies at least once a year.Up to 10% of the Net Assets may be held in cash. Under exceptional circumstances such as substantial uncertainties in the financial markets this percentage may be exceeded for a short period of time.

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