SFDR Documents

Version:

15/7/25

Introduction to SFDR Documentation

Vive classifies itself as light green according to the Sustainable Finance Disclosure Regulation (SFDR). This is also known as an SFDR Article 8 classification. Light green investment firms are required to make the information below available. Since Vive does not provide model portfolios but must provide information about specific portfolios, the information is given for three 'example' portfolios. It is important to mention that this is an example based on estimates and that the degree of realization of the promoted sustainable characteristics depends on the specific parameters of a Vive investment portfolio.

Hieronder volgt per "voorbeeldportefeuille" de desbetreffende documentatie.
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De Vive rendementsportefeuille

The Vive return portfolio is a model portfolio for the Vive annuity investment account when a pension investor's retirement is more than 10 years in the future.

Article 10 (SFDR) Information Disclosure - The Vive return portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive return portfolio (link to PDF download)

Version Control Document

Document	Version / Date
Article 10 (SFDR) Information Disclosure - The Vive return portfolio	04-04-2025 (v1.1)
Versions: 04-04-2025 (v1.1): Layout adjustment. 06-03-2025 (v1.0): First version of the document.
Article 8 (SFDR) pre-contractual information - The Vive return portfolio	06-03-2025 (v1.0)
Versions: 06-03-2025 (v1.0): First version of the document.

The Vive phased-out pension portfolio

The Vive de-risked pension portfolio is a model portfolio for the Vive annuity investment account when a pension investor's retirement is less than 1 year in the future.

Article 10 (SFDR) Information Disclosure - The Vive phased-out pension portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive phased-out pension portfolio (link to pdf download)

Version Control Document

Document	Version / Date
Article 10 (SFDR) Information Disclosure - The Vive phased-out pension portfolio	04-04-2025 (v1.1)
Versions: 04-04-2025 (v1.1): Layout adjustment. 06-03-2025 (v1.0): First version of the document.
Article 8 (SFDR) pre-contractual information - The Vive phased-out pension portfolio	06-03-2025 (v1.0)
Versions: 06-03-2025 (v1.0): First version of the document.

The Vive balanced risk portfolio

The Vive balanced risk portfolio is a model portfolio for the Vive asset management account when an investor indicates a balanced risk preference for a specific plan. It concerns, to be precise, a risk preference of 10% VaR. This is a common asset management portfolio.

Article 10 (SFDR) Information Disclosure - The Vive balanced risk portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive balanced risk portfolio (link to PDF download)

Version Control Document

Document	Version / Date
Article 10 (SFDR) Information Disclosure - The Vive balanced risk portfolio	04-04-2025 (v1.1)
Versions: 04-04-2025 (v1.1): Layout adjustment. 06-03-2025 (v1.0): First version of the document.
Article 8 (SFDR) pre-contractual information - The Vive balanced risk portfolio	06-03-2025 (v1.0)
Versions: 06-03-2025 (v1.0): First version of the document.