With the Zwitserleven Impact Wereld Aandelenfonds you can invest in a sustainable and responsible well diversified mix of global equities that actively contribute to the Sustainable Development Goals (“SDG’s”) as adopted by the United Nations.
What does the fund invest in?
The fund invests in global equities issued by companies that generate both above average financial results and substantial non-financial value. The non-financial value is reflected by the companies’ active contribution to the “SDG’s” as adopted by the United Nations.
What is the investment objective?
The investment objective of the fund is to invest sustainably and thereby achieve a net financial return, which is at least equal to the return of the benchmark over a period of three years. In addition, the fund pursues long-term sustainability objectives. You can read about these objectives in chapter 4 of the prospectus Zwitserleven Institutionele Beleggingsfondsen at the bottom of this page.
How does the fund invest?
TThe fund invests actively in global equities. Of course, all investments must meet the sustainability criteria. You can read about these criteria in chapters 4 and 11.11 of the prospectus Zwitserleven Institutional Investment Funds.
Most sustainable insurer
We are proud that we have once again been named the most sustainable insurer in the Netherlands by VBDO.
How sustainable and responsible does the fund invest?
With the Zwitserleven Impact Wereld Aandelenfonds, Zwitserleven has opted for a fund with a sustainable and socially responsible investment policy. The fund aims to make sustainable investments, in line with Article 9 of the Sustainable Finance Disclosure Regulation (SFDR). Therefore the investments should meet the sustainability objectives. You can read these for all investments in detail in chapter 11.11 and in the appendix from page 109 of the prospectus Zwitserleven Institutionele Beleggingsfondsen at the bottom of this page. A summary of the sustainability information can be found in the Duurzaamheidsinformatie Zwitserleven Impact Wereld Aandelenfonds also at the bottom of this page. Information about the developments and results of the past year with regard to sustainability can be found in chapter 1.11 of the Annual Report Zwitserleven Institutionele Beleggingsfondsen.
The data below refers to May 2024.
- ESG-score
- 35.1%
- Fonds
- 77
- Benchmark
- 57
- CO₂-uitstoot in tonnen
- 45.6%
- Fonds
- 43.000
- Benchmark
- 79.000
- Waterverbruik in liters (x1000)
- 84.6%
- Fonds
- 2.000
- Benchmark
- 13.000
What fund costs are charged?
Fund costs are charged and consist of:
- Ongoing Charges Figure, which is charged daily to the fund's price. The expected Ongoing Charges Figure of the Zwitserleven Impact Wereld Aandelenfonds is 0.10% per annum.
- Management fees that are settled with the investment value every month. Information about management fees can be found in your pension scheme rules.
- The fund charges a fee when investors are entering or exiting the fund, because it must buy or sell investments. Therefore the fund charges an entry fee or an exit fee on the net asset value of the fund. The entry fee is 0.06% and the exit fee is 0.05%.
Zwitserleven Impact Wereld Aandelenfonds is a sub fund of Zwitserleven Institutionele Beleggingsfondsen. The manager of Zwitserleven Impact Wereld Aandelenfonds is Cardano Asset Management N.V.. Zwitserleven Impact Wereld Aandelenfonds and Cardano Asset Management N.V. are registered with the Dutch Authority for the Financial Markets (AFM). For this sub fund, a prospectus and Key Information Document are available on zwitserleven.nl. The information shown on this web page may not be regarded as investment advice.