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General information

Name: green benefit – Nachhaltigkeit Plus

We invest sustainable. We choose our investments according to social, ethical and ecological principles. Philosophy

Category: multi asset fund flexible global

Distribution policy: distributing


Our investment strategy
  • Active asset management: active managed – effective share quota 0 – 100 %
  • Blend fund: combination of value stocks and growth stocks completed with turnaround stocks
  • Flexibility: investments in small-, mid- & largecaps
  • Hedging the risks: interest rate risks and stock market risks with
  • Futures: currency risks with forwards
  • Investment horizon:mid/long term investment strategy

Fund profile

The investment policy of the green benefit Nachhaltigkeit Plus fund aims to achieve above-average growth in the value of investments by investing in international capital markets. As part of active risk management, the sub-fund varies its level of investment in equities. Environmental, social and ethical aspects are taken into account when selecting investments. The Sub-Fund pursues a medium- to long-term investment approach.

Download current factsheet

Sections: *

Structure of portfolio: *

Different Tranches:

P-Tranche (beginning at 50 EUR as minimum investment)

  • Details about green benefit Nachhaltigkeit Plus (P-Tranche)
Name: green benefit Nachhaltigkeit Plus - P
ISIN-Number/WKN: LU1136260384 / A12EXH
Currency: Euro
Fund company:

Axxion S.A., Luxemburg

Inception date:

25. February 2015

Management Fee:

up to 1,75 %

Performance Fee:

15% of the gain in NAV exceeding 5% per fiscal year = all-time Highwater-Mark

Minimum investment:

50,- Euro

I-Tranche (beginning at 50.000 EUR as minimum investment)

  • Details about green benefit Nachhaltigkeit Plus (I-Tranche)
Name: green benefit Nachhaltigkeit Plus - I
ISIN-Number / WKN: LU1136261358 / A12EXJ
Currency: Euro
Fund company:

Axxion S.A., Luxemburg

Inception date:

25. February 2015

Management Fee:

up to 0,95 Prozent

Performance Fee:

15% of the gain in NAV exceeding 5% per fiscal year = all-time Highwater-Mark

Minimum investment:

50.000,- Euro