It is of personal importance to me to make a contribution to the preservation of creation!
With our investments we aim for a positive impact for all parties involved. After all every investment has an impact, the question is whether positive or negative. Through our investments, the positive impact on people and the environment is our top priority, whereby economic benefits are generated at the same time.
Our main product is our fund green benefit Global Impact Fund.
(Until 01.01. 2020 the name was green benefit Nachhaltigkeit Plus)
This fund invests according to social, ecological and economic criteria.
With an average equity allocation of over 95%, it is a pure equity fund with a high active share (100%) compared with the STOXX ESG Global Leader Index.
We systematically implement our strategy with “High Passion”:
High Conviction = 25 to 35 positions in the portfolio
Focus on bottom-up Stock-Picking
Focus on Growth stocks and Small-/Midcaps
The green benefit Global Impact Fund acquired a top-rating of 4 stars from Morningstar which labels it as one of the best 22.5% of its category based on investment goals.
The green benefit Global Impact Fund ranks among the top 10% in the clean-energy-stock sector over the 1-, 3- and 5-year time periods.
Refinitiv Lipper Fund Awards
The Refinitiv Lipper Fund Awards have been the global industry benchmark for over 30 years, reflecting an independent and comprehensive assessment of performance in over 17 countries worldwide.
The green benefit Global Impact fund won the Lipper Fund Award Germany (2021) in the category “Best Equity Fund Global 3 Years”.
The innovative MVD Fund Rating developed by Mountain-View Data follows a entirely different approach compared to other classic fund ratings. The focus is on which funds will be most successful in the future and not only on which fund has performed best in the past. The much stronger future orientation distinguishes the MVD fund rating from conventional fund ratings
The stronger weighting of current developments ensures that fund managers can in no way rest on their withered laurels in the MVD Fund Rating.
Simplified, the following calculation is used for the fund rating:
High (out)performance + rising trend + low risk = high MVD fund rating.
The sustainability indicator “Ethical Dynamic Percentage” (“EDA”), for which Mountain-View even holds a patent, indicates the percentage to which a fund meets the standard requirements of the most important ethical, social and environmental criteria. A maximum of 100 points / percent can be achieved. Thus, the higher the EDA score, the more comprehensively the fund meets the sustainability standards.
The green benefit Global Impact Fund received a score of 94 out of 100 points, ranking among the top 10 percent in terms of sustainability ratings.
Signatory of the PRI Principles
The PRI is the world’s leading representative for responsible investments.
It is committed to understanding the impact of environmental, social and governance (ESG) factors on investment and to helping its international network of investor signatories incorporate these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, the financial markets and economies in which they operate, and ultimately the environment and society as a whole.
The PRI is completely independent. It encourages investors to make responsible investments to increase returns and manage risk more efficiently, but does not act in its own interest; it works with global policymakers but is not affiliated with any government; it is supported by, but not part of, the United Nations.
We will incorporate ESG issues into investment analysis and decision-making processes.
We will be active owners and incorporate ESG issues into our ownership policies and practices.
We will seek appropriate disclosure of ESG issues by the companies in which we invest.
We will promote the acceptance and implementation of the principles in the investment industry.
We will work together to improve our effectiveness in implementing the principles.
We will report on our activities and progress in implementing the principles.
“An economically efficient, sustainable global financial system is a necessity for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole.
The PRI will work to promote this sustainable global financial system by encouraging the adoption of the principles and cooperation in their implementation; by promoting good governance, integrity and accountability; and by addressing obstacles to a sustainable financial system that lie in market practices, structures and regulation.
Signatory of the PSI (Tobacco-Free Finance Signatories and Supporters)
The UNEP FI Principles for Sustainable Insurance, presented at the 2012 UN Conference on Sustainable Development, provide the insurance industry with a global framework for addressing environmental, social and governance risks and opportunities.
The purpose of the PSI initiative is to better understand, prevent and reduce environmental, social and governance risks and to better exploit opportunities for high-quality and reliable risk protection.
We will integrate environmental, social and governance issues relevant to our business into our decision-making.
We will work with our customers and business partners to raise awareness of environmental, social and governance issues, manage risk and develop solutions.
We will work with governments, regulators and other key stakeholders to promote broad-based community action on environmental, social and governance issues.
We will demonstrate accountability and transparency by regularly publishing our progress in implementing the principles.
Comparison green benefit Global Impact vs. indices
In the following, our fund “green benefit Global Impact Fund” is compared with the STOXX Global Leader Index and the MSCI World Index with regard to their sustainable positioning.
|Vergleichsparameter||green benefit Global Impact Fund||STOXX ESG Global Leader Index||MSCI World Index|
|Investments in “dirty” energy (e.g. coal, oil, nuclear power)||Excluded||Yes, according to the best-in-class approach||no exclusion criterion for investments|
|Oil||–||ConocoPhillips, Devon Energy Corp. OMV, Repsol, Saipem, Total, Woodside Petroleum Ltd.||50+|
|Investments in companies with negative social impact (e.g. tobacco, alcohol)||Excluded||Yes, according to the best-in-class approach||no exclusion criterion for investments|
|Tobacco||–||–||In total 6 companies in the tobacco sector Examples: Altria Group, British American Tobacco, Philip Morris International|
|Alcohol||–||In total 3 companies in the alcohol sector Examples: Diageo, Heineken, Pernod Ricard||In total 13 companies in the alcohol sectorExamples: Anheuser Busch, Carlsberg, Heineken, Pernod Ricard|
|Number of companies||31 companies in the portfolio||431 companies in the index||1656 companies in the index|
|Overlaps between our fund and the index||–||No company = Active Share* 100%||1 company = Active Share* 99,99%|
*Active Share is the degree to which a fund is actively managed. The individual securities in the portfolio that differ from the benchmark are measured. The higher the Active Share, the less overlap there is with an index. An Active Share of 100 % means no correlation with the index.