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Zwitserleven Vastgoedfonds.

Do you want to invest responsibly in European real estate? You can, with the Zwitserleven Vastgoedfonds. This fund invests in real estate companies in Europe.

What does this fund invest in?

What does this fund invest in?

  • Listed European real estate companies
  • Real estate investment companies
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 passively: This means that the fund’s investments are almost equal to the composition of the benchmark.

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
0%
Fonds
72
Benchmark
72
CO₂-uitstoot
CO₂-uitstoot in tonnen
0%
Fonds
3.000
Benchmark
3.000
Waterverbruik
Waterverbruik in liters (x1000)
---
Fonds
0
Benchmark
0
What are the fund costs?

What are the fund costs?

The fund costs are charged monthly and consist of:

  • Total Expense Ratio, which is offset in the investment fund. The expected Total Expense Ratio of the Zwitserleven Vastgoedfonds is 0.04% per year.
  • Management feespaid in the policy. Information about management fees is included in your pension scheme rules.
  • The fund incurs costs for thesubscription 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 +0.19% and -0.04%.
Essentiële Belggersinformatie risicoscore 6

Any questions?

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

Zwitserleven Vastgoedfonds is a subfund of ZwitserlevenBeleggingsfondsen. The manager of Zwitserleven Vastgoedfonds is ACTIAM. Zwitserleven Vastgoedfonds 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.