Asset management that delivers both financial and social returns

With our asset management services, you can invest responsibly without sacrificing financial returns. We combine a well-thought-out strategy with low costs, so that your assets grow while also contributing to a better world.

Who is asset management for?

Asset management returns

The returns shown are net of fees. Geometric average from 2012 to June 30, 2026, for the asset management risk profiles. The VBR Index is compiled quarterly by Vermogensbeheer.nl and reflects the net realized returns of more than 70 asset managers. The value of your investments may fluctuate. Past performance is no guarantee of future results.

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

per YEAR

Total

Defensive

8,8%

1,3%

7,4%

-1,3%

4,7%

2,8%

-4,4%

17,7%

3,9%

5,4%

-19,6%

11,3%

10,7%

2,2%

2,1%

3,3%

60,3%

Moderately defensive

10,1%

3,2%

10,0%

1,5%

5,4%

3,6%

-3,7%

20,6%

4,2%

8,0%

-21,0%

13,4%

12,0%

2,3%

3,9%

Neutral

12,2%

5,7%

11,1%

4,9%

6,4%

4,6%

-2,7%

22,7%

4,5%

11,2%

-22,5%

15,6%

13,3%

2,5%

6,0%

Offensive

13,9%

8,3%

14,8%

7,9%

7,3%

5,8%

-1,7%

26,1%

6,4%

14,7%

-24,5%

18,3%

15,0%

2,6%

8,7%

Very offensive

15,4%

9,6%

16,7%

10,1%

8,5%

6,4%

-1,1%

29,3%

7,6%

18,6%

-26,2%

20,0%

16,3%

2,5%

10,8%

The returns shown are net of fees. Geometric average from 2012 to June 30, 2026, for the asset management risk profiles. The VBR Index is compiled quarterly by Vermogensbeheer.nl and reflects the net realized returns of more than 70 asset managers. The value of your investments may fluctuate. Past performance is no guarantee of future results.

This is how we align sustainability with our investment philosophy

Quality and sustainability are central to building a resilient portfolio focused on the long term. In our view, sustainable companies and themes not only deliver social value but also contribute to a healthy risk-return profile. Companies selected for the DD Funds must meet the DoubleDividend “five-point criteria.”

Sustainability makes a positive contribution to a company’s risk-return profile. Sustainable companies have a long-term focus and are more innovative.

A strong business model is essential for the long term. We prefer companies with a strong brand, a solid market position, and high margins.

A company and its management must have a proven track record of revenue and profit growth.

A strong balance sheet is of great importance. It provides a buffer to help weather difficult periods and allows for sufficient investment in the company’s business model.

Paying a reasonable price for an investment is important for achieving the return objective.

Low costs are to your advantage

We strive to keep your costs as low as possible. This benefits your return on investment. DoubleDividend demonstrates that sustainable investing doesn’t have to be expensive. The table below compares our fees with those of the market.

Your deposit

Total cost of DoubleDividend

Total cost
of the market*

€250,000

1,29%

1,58%

€500,000

1,19%

1,55%

€750,000

1,15%

1,51%

€1,000,000

1,13%

1,43%

> €2,500,000

Custom solutions

/

*Source: finner.nl: average fees charged by asset managers in the Netherlands (neutral risk profile).

Frequently asked questions

DoubleDividend has a distinctive investment philosophy in which quality, sustainability and a long-term focus take precedence. Within DoubleDividend’s investment philosophy, financial and sustainability aspects reinforce one another and form part of a single, integrated analysis. Responsible investing means investing in companies with the goal of achieving both financial and social returns.

Based on their own ESG analysis, the DD Funds invest in companies that respond to opportunities, provide solutions and have a positive impact on one of the challenges identified by DoubleDividend: climate, ecosystems and well-being, through their production processes, products and/or services.

DoubleDividend manages three investment funds.
The DD Equity Fund is a globally active, actively managed equity fund that invests in a diversified portfolio of companies that are leaders in sustainability and are supported by high margins, a strong balance sheet and trend-driven growth.
The DD Income Fund is a globally managed bond fund. The DD Income Fund invests in government bonds from developed and emerging markets, corporate bonds, microfinance and other financial instruments that generate stable income.
The DD Real Assets Fund is a globally active managed equity fund that invests in alternative asset classes, with a particular focus on real estate and infrastructure companies.

Through asset management, investment portfolios are generally composed of DD Funds. These funds are fully aligned with our distinctive investment philosophy, meet our high-quality standards and are well-diversified. In addition to asset management through DoubleDividend, you can also choose to invest directly in the DD Funds yourself. You can easily do this through your bank or broker, such as SaxoBank, DEGIRO and NPEX.

DoubleDividend distinguishes between 1) asset management fees, 2) the fees charged by the underlying investment funds, and 3) other costs, such as custodial fees and transaction costs charged by the custodian bank. Using the link below, you can calculate the total expected costs of DoubleDividend’s services based on your risk profile and investment amount.

Our position is that sustainability alone is not an investment strategy, but rather a component of the quality analysis as applied in our investment process. We believe that high-quality, sustainable companies have better long-term prospects, face fewer risks, and therefore generate better financial and social returns. And this has a positive impact on the risk-return profile of an investment portfolio over the long term.

For DoubleDividend, engaged shareholder participation is a key component of the investment process. For DoubleDividend, engaged shareholding means: 1) knowing what you’re investing in, 2) investing with conviction, 3) taking responsibility for your investments, and 4) being accountable. Read more about this in our stewardship policy.

You can contact us using the contact form, but you can also reach us by calling 020 520 7660, emailing contact@doubledividend.nl, or contacting the account managers directly via their cell phone numbers.

Responsible investing involves investing in companies that manage the risks associated with our three challenges (climate, ecosystems, and well-being), effectively capitalize on opportunities and have a significant positive impact on one of these challenges. Sustainable companies focus on solutions and opportunities, which is reflected in their production processes and/or products and services, with the goal of achieving both financial and social returns.

The latest monthly updates, reports, and other fund documents can be found on the three fund pages. Below are the links to the three fund pages:

Based on these discussions, a questionnaire is completed. This questionnaire assesses, among other things, the client’s financial situation (assets, liabilities, income), the source of their wealth, their sustainability preferences, and their investment objectives. Based in part on the completed questionnaire, we determine which risk profile is appropriate and this is detailed in an investment proposal.

In principle, the investment portfolio consists of DD Funds. These funds are fully aligned with our distinctive investment philosophy, meet our high-quality standards and are well diversified.

Documentation

Sustainability information (SFDR)

All documents are available free of charge at the DoubleDividend office.

Monthly Reports

All documents are available free of charge at the DoubleDividend office.