Independent fund boutiqueWe are an independent, entirely owner-managed fund boutique based in Fuerth, Germany, and are fully focused on the topic of "sustainable investing''.
Sustainable InvestmentsSustainability is our passion. In our investments, we pay careful attention to the impact of each company and have set ourselves very strict guidelines.
Pure-Play approachWe use the so-called pure-play approach as opposed to the best-in-class approach to obtain a 'pure' portfolio, comparable to the Bavarian purity law for beer.
Manfred Wiegel

MANFRED WIEGEL

Chairman and CEO
 
 
It is of great personal importance to me to make a contribution to the preservation of creation!
Win win circle of stakeholders

Win-Win situation

With our investments we aim to achieve a positive impact for all parties involved. Because … every investment has an impact, the question is whether it is positive or negative. Through our investments, the positive impact on people and the environment comes first, while at the same time economic benefits are generated.

Our fund

Our main product is our fund green benefit Global Impact Fund.

(Until Feb. 2020 the name was green benefit Nachhaltigkeit Plus)

 

The fund invests according to social, ecological and economic criteria.
With an average equity weighting 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 portfolio

Focus on bottom-up Stock-Picking

Focus on Growth Aktien und Small-/Midcaps

Ratings

Climetrics

The Climetrics rating scale of 1 to 5 sheets offers investors a holistic assessment of a fund’s climate risks and opportunities.
A climate certificate for funds with 4 or 5 sheets means:

Better CO2 efficiency

Greater protection of freshwater resources

Less deforestation due to raw materials

More transparency about the climate strategy

The FWW FundStars® are based on risk-adjusted performance (RAP). This two-dimensional key figure is calculated from the performance achieved and the risk taken (volatility). For the FWW FundStars®, the funds are classified into 5 ranking levels of 20 percent each, from which the award of 5 to 1 stars is derived. The best 20 percent of the funds receive five stars.

Note: RAP and FWW FundStars® are based exclusively on historical data. The future performance of a fund cannot be predicted. All information is provided without guarantee. Please refer to the detailed description of the FWW FundStars® and the notes at https://www.fww.de/disclaimer.

What does impact investing mean for us?

Every investment causes a certain impact.

By deliberately excluding certain industries or sectors, we avoid negative impact. By consciously investing in certain sectors, we only support companies that have a positive impact. We are guided by the 17 Sustainable Development Goals (SDG’s) of the UN to make the impact more measurable.

For us, a desired impact is characterized by the fact that:

  • no goal of the SDG’s is violated
  • at least 1-3 goals of the SDG’s are positively promoted by the investment

Comparison green benefit Global Impact vs. indices

Comparison parameters 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, using the best-in-class approach no exclusion criterion
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, using the best-in-class approach no exclusion criterion
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 sector
Examples: Anheuser Busch, Carlsberg, Heineken, Pernod Ricard
Pure-Play approach x
Best-In-Class approach x
Number of companies 31 companies in the portfolio 431 companies in the index 1656 companies in the index
Overlap between our fund and the index No company = Active Share* 100% 1 company = Active Share* 99,99%

*Active Share is the measure for the active management of a fund. The individual securities in the portfolio that deviate from the benchmark are measured. The higher the Active Share, the less overlap there is with an index. An Active Share of 100 % does not imply any correlation with the index.

Last updated: 20.04.2020

 

Contact

If you have any questions about our offer, please do not hesitate to contact us directly