Triodos SICAV I - Triodos Global Equities Impact Fund GBP K Retail CapitalisationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.4 | 6.9 | -10.7 | 12.8 | 9.6 |
![]() | +/-Cat | 1.8 | -11.1 | -1.3 | 0.0 | -0.3 |
![]() | +/-B’mrk | 0.2 | -12.7 | -3.0 | -2.5 | -2.6 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 12/07/2024 | GBP 53.91 | |
Day Change | 0.50% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0785617183 | |
Fund Size (Mil) 12/07/2024 | EUR 1183.09 | |
Share Class Size (Mil) 12/07/2024 | GBP 121.49 | |
Max Initial Charge | - | |
Ongoing Charge 02/01/2023 | 1.00% |
Investment Objective: Triodos SICAV I - Triodos Global Equities Impact Fund GBP K Retail Capitalisation |
To increase the value of your investment over the long term, while seeking to maximise positive impact on society and the environment. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Arjan Palthe 03/01/2022 | ||
Dimitri Willems 01/07/2022 | ||
Click here to see others | ||
Inception Date 22/04/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Triodos SICAV I - Triodos Global Equities Impact Fund GBP K Retail Capitalisation | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.03 |
![]() | ![]() | 3.99 |
![]() | ![]() | 3.81 |
![]() | ![]() | 3.73 |
![]() | ![]() | 3.38 |
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Triodos SICAV I - Triodos Global Equities Impact Fund GBP K Retail Capitalisation |