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Title:Success for 4 F Fund
Date of publishing:May 14, 2012
Hits:9965
Category:News
Language:English
Also available in the following languages:Dutch, French

Success for 4 F Fund
May 14, 2012

  

The 4 F Fund (Fund for Future Fair) is one of the first and biggest sustainable bond funds in Europe. The 4 F Fund supports social development through investments in bonds. 4 F Fund has continuously had the Ethibel EXCELLENCE label since 2003. Forum ETHIBEL ensures that only investments meeting the specifications of Ethibel EXCELLENCE and the specific development criteria for this fund are taken up in the portfolio. Therefore, Vigeo and Forum ETHIBEL select bonds of issuers in emerging markets or issued by developing countries or institutions or companies in these countries. All of them are deliberately selected for this Fund because of their positive impact on development.

Forum ETHIBEL performs monthly controls over the movements and the composition of the portfolio. The methodological approach of Vigeo and the independent and externally advised selection procedures of Forum ETHIBEL are carried out in a coherent and consistent way. About 7 times a year, Forum ETHIBEL provides an update of the Forum ETHIBEL investible universe. The administrator must ensure that the rejected names are removed from the portfolio within 6 months.

Institutional Management Services (IMS), an institutional asset management in Leusden (Netherlands), has acquired the institutional, fixed income, mutual fund from Oikocredit Ecumenical Development Cooperative Society UA since January 1, 2011. The acquisition of the fund was in line with Oikocredit's decision to focus on its core business of development financing.

In the shaky economic climate of 2011, when investors fled to secure investments, IMS proved that sustainable social development could also render financially. The 4 F Fund recorded, for 2011, 74 basis points above its benchmark (ECPI) and a result of 3.53% over the year. The market value of its assets under management (AUM) at the end of February 2012 amounted to 134.89 million euros.