Zwitserleven Impact Wereld Aandelenfonds.

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?

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?

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?

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.

How sustainable and responsible does the fund invest?

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 chapter 4 and specifically for the fund in chapter 11.11 of the prospectus Zwitserleven Institutionele Beleggingsfondsen. 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 September 2022.

ESG-score
ESG-score
27.3%
Fonds
70
Benchmark
55
CO₂-uitstoot
CO₂-uitstoot in tonnen
47.5%
Fonds
32.000
Benchmark
61.000
Waterverbruik
Waterverbruik in liters (x1000)
77.8%
Fonds
2.000
Benchmark
9.000
What fund costs are charged?

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 +0.125% and the exit fee is -0.10%.
Key Investor Information risk indicator 6

Any questions?

Have a look at the frequently asked questions or contact us.