We believe that a healthy financial future goes hand in hand with a healthy and fair world. This is why we have been offering the option to invest sustainably through the Sustainable Lifecycle since 2016. In August, we renewed its main investment fund: just as sustainable and with lower costs. Good news, therefore, if you already accrue a sustainable pension with us. And actually for anyone who wants to make a positive impact on the world with their pension.
Lower costs
The investments in the Triodos Global Equities Impact Fund have been replaced with investments in the new First Class Sustainable Return Fund. Triodos Investment Management will remain the asset manager for the new fund. The sustainable character is thus maintained, while the management fees have almost halved: 0.32% instead of 0.61%.
Did you know that at BeFrank you choose for yourself how sustainably you invest? Take a look at your personal pension page for more information. If you wish, you can switch there to the renewed Sustainable Lifecycle immediately.
More diversification
To ensure that the new fund meets our wishes, it will be set up by Goldman Sachs Asset Management (GSAM) with Triodos Investment Management as the asset manager. This way, the underlying investments will continue to meet strict sustainability requirements. In the new fund, the diversification has been expanded to more companies. And only to organisations that contribute to a fair, green and social society. For example, we invest in Mastercard, Danone and Accionia and Enphase, energy companies that are globally active in solar, wind and biomass energy.
Also want to have a sustainable pension?
Over 70% of employees are positive about BeFrank’s sustainable investment strategy. Are you curious about the sustainability of your current investments? And would you like to know what the renewed Sustainable Lifecycle can do for your pension? Then go to your personal pension page to see which way of investing suits you.