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The investment objective is to achieve a return at least equal to the composite benchmark and at the same time to realise an ESG score for the fund that is as high as possible. The benchmark consists of: 25% of the composite benchmark of Euro Obligatiepool, 65% of the composite benchmark of Global Equity Mixpool and 10% GPR Sustainable Real Estate Index Europe. Investment policy. ACTIAM Duurzaam Mixfonds Offensief invests in bonds and listed equities/real estate. The fund does not pursue its own foreign exchange policy. This is done in the underlying investment pools. Companies, governments and institutions in the fund are assessed on their environmental, social and governance performance (ESG criteria). A negative assessment may lead to the exclusion of companies or debtors. In case of doubt, engagement can be initiated to encourage improvement.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2016 | Now |
Florus van de Meijl | - | 2014 | 2016 |
Peter Dietvorst | - | 2013 | 2014 |
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