Social Responsibility Initiative – Survey results and distribution in 2026
Earlier this July, investors in the Social Responsibility Fund were invited to participate in the annual survey determining the priority areas for the fund’s charitable allocations. The results are now in, and the distribution amount designated as a donation has been confirmed. In 2026, a total of eleven projects delivered by charitable organisations across the regions where Colin&Cie operates will receive support. Further details can be found in the following article, which is provided as marketing communication for information purposes only.
A success story for investors and society
Since its launch in 2019, the Social Responsibility Fund has enabled Colin&Cie clients to invest their assets sustainably while contributing directly to meaningful social impact. By allocating a portion of the fund’s proceeds to carefully selected community initiatives, investors help generate lasting value beyond financial returns. With this year’s distribution, the cumulative amount channelled to regional charitable organisations since the fund’s inception will reach CHF 1.4 million. Moreover, through its strategic partnership with the Swiss Red Cross in Bern, Colin&Cie will have contributed approximately CHF 400,000 from the fund’s management fees following the 2026 allocation.
Alongside this measurable social impact, investors have benefited from strong investment performance. From the fund’s launch in April 2019 to 30 June 2026, it delivered a cumulative return of approximately 70% in euro terms and 55% in Swiss franc terms.
2026 Survey results
In this year’s survey, 53% of votes were cast in favour of projects focused on poverty alleviation. The outcome reflects investors’ commitment to the principle that no one should be left behind. Reducing social inequality and expanding access to education, employment and community participation are essential foundations for a life with dignity and opportunity. The projects supported by Colin&Cie and its clients address a wide range of social challenges, including holiday camps for children affected by poverty, mentoring programmes for young people during vocational training, employment support for recognised refugees, and financial assistance for a low-income family with a seriously ill child.
The remaining 47% of votes were allocated to healthcare-related initiatives. These projects aim to improve access to medical care and enhance quality of life for individuals facing health challenges. Areas of support include reliable treatment options, mental health services, and professional assistance for people living with chronic illnesses or disabilities. Examples of funded projects by Colin&Cie and its clients include providing seriously ill children with access to hospice care, accompanying individuals with limited mobility to medical appointments, supporting outpatient mental health services, and equipping first responders to ensure rapid emergency assistance in rural communities.
2026 Distribution
This year, CHF 260,000 will be distributed to regional charitable projects. Generated through the fund’s successful investment strategy, which focuses on high-quality dividend-paying companies, these proceeds can now be directed towards initiatives that create meaningful and lasting social impact. In Switzerland, the cantonal branches of the Swiss Red Cross in Zurich, Schaffhausen, Zug and Ticino will receive support. In Germany, funding will benefit the German Red Cross district associations of Trier-Saarburg and Bitburg-Prüm, DRK Hospital Saarlouis and the charitable organisation Fifty One Trier. In Luxembourg, support will be provided to the nestwärme network. Over the coming weeks, Colin&Cie’s project representatives will meet with the partner organisations to present symbolic cheques and discuss the implementation of the supported measures on the ground.
The contribution made by Colin&Cie to the Swiss Red Cross in Bern amounts CHF 70,000 this year.
Thank you for trust and commitment
We would like to thank our valued investors for their trust and for taking part in this year’s survey. We would also like to thank our staff for their dedication in selecting and supporting these projects. We look forward to working together to support many more meaningful projects that indirectly help to maintain 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 2025/26 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 a 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 considered in the context of comprehensive advice. The performance information contained in the article is provided exclusively for informational purposes and does not imply any guarantee of future performance. Market and currency fluctuations may lead to gains or losses.
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.
