June 24, 2019 / News

Triodos IM rebrands sustainable range

By Joe McGrath, ESG Clarity

The fund group hopes to "meet investors' needs" with relaunched Impact range

Triodos IM rebrands sustainable range

Triodos Investment Management has shaken up its fund range, launching two new mixed asset funds and rebranding the previously labelled ‘Sustainable’ range.

The new Triodos Impact range has six funds, which the company claims will “better demonstrate” what its investments do.

“We observe that the terms ‘socially responsible’ and ‘sustainable’ have numerous interpretations within the asset management industry,” explains Jacco Minnaar, chairperson of Triodos IM’s management board.

“Both terms represent a spectrum that includes many ‘shades of green’, from light surface level ESG integration to dark green impact investing.”

The existing funds have been rebadged as follows:

– The Triodos Sustainable Equity Fund becomes the Triodos Global Equities Impact Fund.
– The Triodos Sustainable Bond Fund becomes the Triodos Euro Bond Impact Fund.
– The Triodos Sustainable Pioneer Fund becomes the Triodos Pioneer Impact Fund.
– The Triodos Sustainable Mixed Fund becomes the Triodos Impact Mixed Fund – Neutral.

The investment group has added to the range with “Defensive” and “Offensive” versions of the Triodos Impact Mixed Fund.

The Defensive fund has a split of around 25% equities and 75% bonds, compared to the Offensive fund which has 75% towards equities and 25% to bonds.

“From the perspective of investors, exposure to appropriate levels of risk is a key consideration when determining investment strategy,” explains Erik Breen, director of Impact Equities and Bonds at Triodos Investment Management.

“The launch of the new profile funds with different risk/return-levels clearly meets investors’ need for a wider range of funds carefully designed to suit different risk appetites, in combination with a dedicated focus on positive social and ecological impact.”