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.
What does this fund invest in?
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?
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.
- CO₂-uitstoot in tonnen
- Waterverbruik in liters (x1000)
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%.
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.