Social Responsibility Initiative – Survey results and distribution in 2025
Until 6 July, investors of the Social Responsibility Fund had the opportunity to participate in this year's survey to prioritise the aid projects to be supported. The results are now in, and the allocation of funds to be invested in various measures in the regions where Colin&Cie operates in 2025 has also been determined. Read more about this in the following article.
Impressive results after six years
Since 2019, Colin&Cie clients have the opportunity to combine sustainable wealth creation with social responsibility by investing in the Social Responsibility Fund. A portion of the fund's returns supports social projects led by regional aid organisations in Switzerland, Germany and Luxembourg.
As the founder and coordinator of the initiative and manager of the assets, Colin&Cie looks back with pride on the shared commitment and development of the fund over the past six years. The average annual net return of 7.5% (EUR basis) and 5.7% (CHF basis) and the distribution of CHF 1.5 million to people in need demonstrates that an innovative investment approach can generate both attractive financial and meaningful social returns.
Survey results and distribution in 2025
In this year's investor survey, 65% of the votes cast were for the topic of ‘poverty reduction’. This area includes aid projects for socially disadvantaged children, underage asylum seekers and elderly people at risk of poverty. 35% of the votes were in favour the topic of ‘healthcare’, which includes measures to support people in need of assistance, breast cancer patients and families with children suffering from life-shortening illnesses.
The 2025 distribution amount of 330,000 Swiss francs, which was again generated thanks to a successful investment strategy with high-dividend stocks, can now be paid out to the aid organisations, considering the survey results, and used in a targeted manner.
This year, eight projects run by six local Red Cross organisations in Switzerland and Germany and one project run by ‘nestwärme’ in Luxembourg will each receive 30,000 Swiss francs or euros. A sum of CHF 65,000 resulting from the administrative commission and due to Colin&Cie will be made available to the Swiss Red Cross in Bern as an unrestricted donation within the framework of the strategic partnership.
Thank you for trust and commitment
We would like to thank our valued investors for their trust and participation in this year's survey. We would also like to thank our employees for their commitment to selecting and supporting the projects. We look forward to working together to support many more meaningful projects that promote social cohesion and economic prosperity.
Find out what Colin&Cie and its clients have achieved with the proceeds of the ‘Social Responsibility Fund’ during the 2024/25 project period at www.colin-cie.com/en/engagement
Disclaimer - legal notice
The information contained in this publication is marketing material distributed for advertising purposes. This information and opinions do not constitute an solicitation, offer or recommendation to buy or sell investment instruments or to engage in any other transactions. We recommend that interested investors consult their personal advisor before making any decisions based on this document so that their personal investment objectives, financial situation, individual needs and risk profile as well as other information can be duly taken into account in the context of comprehensive advice.
The fund company of the "Social Responsibility Funds" is: ETHENEA Independent Investors S.A., Munsbach, Luxembourg. The prospectus and the key information documents (PRIIPs-KID), articles of association or management regulations as well as the annual and semi-annual reports can be obtained free of charge from the fund company (https://www.ethenea.com/en-ch/_third-party-funds/social-responsibility-funds-global-engagement/) or its representative in Switzerland: IPConcept (Schweiz) AG, Münsterhof 12, CH-8022 Zurich.
