Sustainable Development
Listening to the needs of our clients and because we care about the future of our planet, Trend Finance Asset Management SA offers a new management strategy based on “sustainable development”.
The objective is to increase the value of client assets in the long term making the preservation of invested capital a priority.
Asset allocation will be based on first rank investment funds which are composed of values exclusively invested in the domain of sustainable development, new energy and monetary values.
A guaranty of invested capital, served with performance indexed on selected funds will be proposed according to market conditions.
Selected funds in the frame of this new strategy, on 1st January 2008:
Pictet Clean Energy €
This fund is invested mainly in listed shares of international companies specialized in alternative energies and energy technologies, with a strong focus on new energy.
| Annual Performance | ||
|---|---|---|
| Year | Fund Performance | Index Performance |
| 2009 | 24.50% | 8.10% |
| 2008 | -54.90% | -63.50% |
Fund Currency : USD
Fund : Pictet Clean Energy €
Index : S&P Clean Energy
KBCECOF and Alternative Energy ACC
This fund is invested in a selection of international shares released by companies involved in the domain of alternative energies.
| Annual Performance | ||
|---|---|---|
| Year | Fund Performance | Index Performance |
| 2009 | 18.40% | 8.10% |
| 2008 | -57.90% | -63.50% |
| 2007 | 44.90% | 60.90% |
Fund Currency : Euro
Fund : KBC ECO
Index : S&P Clean Energy
Vontobel Fund Global Trend New Power
This fund is invested in shares of companies which encourage production and consumption of energy directed to the most respectful environmental resources.
| Annual Performance | ||
|---|---|---|
| Year | Fund Performance | Index Performance |
| 2009 | 11% | 8.10% |
| 2008 | -51% | -63.50% |
| 2007 | 41.80% | 60.90% |
Fund Currency : Euro
Fund : Vontobel Global trend New Power
Index : S& P Clean Energy
LODHI Clean Technology
This fund aims at giving its investors a net capital value mainly through investments in shares and other related instruments released by companies involved in the sector of alternative energies, global warming, water saving and treatment as well as energy efficiency.
| Annual Performance | ||
|---|---|---|
| Year | Fund Performance | Index Performance |
| 2009 | 12.40% | 5.40% |
Fund Currency : USD
Fund : LODH
Index : MSCI The Wrld €
Sarasin Sustainable Bond Euro
This fund is invested in first rank bonds with variable or fixed rate, whose contributors (countries, organizations or companies) are actively involved in sustainable development.
| Annual Performance | ||
|---|---|---|
| Year | Fund Performance | Index Performance |
| 2009 | 2.60% | -2.40% |
| 2008 | 5.30% | 16.70% |
| 2007 | 0.00% | 0.10% |
Fund Currency : Euro
Fund : Sarasin Sustainable Bond
Index : Citi WGBI Euro
Mandate Performance since 1st January 2007
Asset allocation of the mandate varies depending on market evolution.
As the main objective is to preserve capital, the share of monetary funds can be prominent.
Since the end of 2007, considering the exceptional volatility of financial markets, security funds represent 90% of positions.
| Annual Performance | |
|---|---|
| Year | Performance |
| 2009 YTD | 0.82% |
| 2008 | 2.79% |
| 2007 | 14.30% |
Trend Finance Asset Management | Sustainable Development | Geneva - Switzerland | Legal terms |
