The Sustainable Lifecycle has been improved!

We believe that a healthy financial future goes hand in hand with a healthy and fair world. That is why we have been offering a Sustainable Lifecycle since 2016. In August, we renewed its main investment fund: just as sustainable and with lower costs. Good news, therefore, if your employees accrue sustainable pensions with us through the Sustainable Lifecycle. And actually for anyone who considers making 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 your employees can choose for themselves how sustainably they invest? Good to remind your employees of this from time to time.

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 80% of employers are favourably inclined towards our sustainable investment policy. Curious to know how you too can make a positive impact with your pension scheme? Contact us, we will be happy to tell you all about it!