Our sustainable index funds strive to match the return of the Dow Jones Sustainability Index ex all* that belongs to each region. Each of the funds are a Fiscal Investment Institution. This structure results in extra return, because the fund is able to re-claim tax on unearned income abroad.
Our sustainable index funds:
Stock exchange listing applied for with respect to the subfunds of the Index Umbrella Fund
A stock exchange listing has been applied for with Euronext Amsterdam to start on 11 September 2018 with respect to the subfunds of the Index Umbrella Fund. For that reason amongst others new prospectuses entry into force as of 11 September 2018. For more information we refer to the message of the manager of the Index Umbrella Fund.
*Ex all indicates that the alcohol, tobacco, gambling and weapon trade industries are excluded.
New prospectus as from 1 January 2019
A new prospectus of the Index Umbrella Fund and of the subfunds come into effect on of 1 January 2019. Please find below the explanatory notes (only available in Dutch) on the changes versus the old prospectuses.