Funds under management

Funds under management consist of two parts: funds managed by Triodos Private Banking and the total amount of money invested in funds managed by Triodos Investment Management. In the first six months of 2012 funds under management grew by 3% to EUR 2.6 billion. In the same period last year they decreased by 1%.

In the first half of 2012 funds managed by Triodos Private Banking grew by 11% to EUR 484 million, matching percentage growth in the same period in 2011.

The total amount of money invested in funds managed by Triodos Investment Management grew by 2% to EUR 2.1 billion in the first half of 2012, compared to a decline of 3% during the same period in 2011. Despite an uncertain investment climate, investors have continued to take advantage of a sector that has maintained healthy opportunities to invest.

Of twenty funds in total, three Dutch funds are subject to tax incentives. The Dutch government has agreed changes to these schemes, which will be implemented in January 2013. This means tax benefits on green investing will remain at the same level, which is positive news for Triodos Groenfonds. However, the tax benefits for Triodos Cultuurfonds and Triodos Fair Share Fund will end at the beginning of next year.

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