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Zwitserleven Mixfonds.

Do you want to invest responsibly in shares and bonds? You can, with the Zwitserleven Mixfonds. With this fund you invest a minimum of 45% and a maximum of 55% in shares.

Investment objective

Investment objective

The investment objective is to achieve a financial return that is at least equal to the return of the benchmark and pursues long-term sustainability objectives.

How does this fund invest?

How does this fund invest?

The fund invests in other Zwitserleven investment funds according to a standard distribution. Each month, the investments are brought back into line with the standard distribution.

How responsible are the fund investments? 

Zwitserleven and its fund managers have chosen to implement a socially responsible investment policy. We only invest in companies which pass a sustainability test based on so-called environmental, social and governance (ESG) criteria.

The data below refers to November, 2021.

ESG-score
ESG-score
16.7%
Fonds
70
Benchmark
60
CO₂-uitstoot
CO₂-uitstoot in tonnen
14.3%
Fonds
18.000
Benchmark
21.000
Waterverbruik
Waterverbruik in liters (x1000)
71.4%
Fonds
2.000
Benchmark
7.000
What are the fund costs?

What are the fund costs?

The fund costs are charged monthly and consist of:

  • Service fee, which is offset in the investment fund. The expected service fee of the Zwitserleven Mixfonds is 0.05% per year.
  • Management fees  paid in the policy. Information about management fees is included in your pension scheme rules.
  • The fund incurs costs for the subscription and withdrawal of investors. This is the case because the fund has to buy or sell investments. These costs are recharged via a positive or negative margin on the price. The spread is +0.175% and -0.075%.

Any questions?

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

Zwitserleven Mixfonds is a subfund of Zwitserleven Beleggingsfondsen. The manager of Zwitserleven Mixfonds is ACTIAM. Zwitserleven Mixfonds and ACTIAM are registered with the Netherlands Authority for the Financial Markets (AFM). For this subfund, a prospectus and Key Investor Information are available on zwitserleven.nl. The information shown on this web page may not be regarded as investment advice.