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Triodos Organic Growth Fund

Luxembourg

Last updated 11 May 2020, by Impactyield.

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Triodos Organic Growth Fund, established in January 2014, offers investors the opportunity to participate in the growth and momentum of the sustainable lifestyle and organic consumer sector in Europe. The fund takes significant minority or majority positions in mature, privately owned sustainable consumer businesses in Europe and delivers positive social and environmental impact by contributing to the long-term development of these values-driven companies and a transition to a sustainable economy. With this fund, Triodos Investment Management is pioneering a new model for impact investing: mission-aligned private equity, with a long-term focus, not driven by exits.

Triodos Organic Growth Fund is a sub-fund of Triodos SICAV II. A SICAV is an investment company with variable capital. This particular type of SICAV is a non-UCITS scheme registered in Luxembourg.


Fund style

Not listed


Financial description

Long-term net target 8% p.a. Annual net return in 2016: 6.8%.

10 years

of track record

2014

the year funded

n.a.

AUM

Interested in this fund?
Log in or create an account to request more information.

Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.

SDG goals

SDG targets

Encourage companies to adopt sustainable practices and sustainability reporting

Maintain the genetic diversity in food production

Key performance indicators

Fund overview

Asset manager: Triodos Investment Management

Product track record: Fund has 10 years of track record

Target IRR: 8%

Committed Capital: 35,000,000 EUR (Euro)

Target return category: Risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage:

Inception year: 2014

Vintage year: 2014

Target region: , ,

Target close date: n.a.

Product term: semi open-end

Assets under management: n.a.

Investment size: Min: 2,000,000; Max: 6,000,000; Avg: 0

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 6

Fund investments to date exited or repaid: 1

Management fee: 2%

Carried interest: n.a.

Hurdle rate: n.a.

GIIN Investors' Council Investment: No

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Family Office, Pension Funds, Other Institutional Investors

Contact

E-mail: n.a.

Website: http://www.triodos.com/en/investment-management/our-funds/institutional-investor...

Phone number: 0031 30 693 6500

If you wish to have your details removed from this database please email gdpr@impactyield.com


Riella Hollander

Fund Manager

Impact Performance

n.a.

Impact thesis

Fund’s impact objectives:
Environment:
- preserve soil fertility an dbiodiversity and promote animal welfare
- increase food and resource efficiency
Socio-economic:
- promote fair and transparent businesess practices
- grow the share of sustainable consumption
Sector development:
- catalse growth of the sector for sutainable consumption and production
- demonstrate and promote viability of long-term mission-aligned private equity
• Support the further development of the organic food and sustainable
consumption sector in Europe
• Enhance social, environmental and economic impacts of companies focused on
people, planet and profit and leverage these throughout their value chains
• Advance the European impact investment infrastructure by focusing on longterm
ownership in private markets

Impact Management

n.a.

Financial benchmark