Independent funds boutiqueWe are an independent, fully owner-managed fund boutique based in Fürth, Germany, and are entirely committed to the topic of sustainable investing.
Sustainable InvestmentsSustainability is our passion. In our investments we carefully consider the impact of each company and apply very strict guidelines.
Pure-Play ApproachWe follow the so-called pure-play approach in contrast to the best-in-class approach in order to obtain a 'pure' portfolio, which can be compared to the Bavarian purity law for beer.
Manfred Wiegel

MANFRED WIEGEL

CEO
 

It is of personal importance to me to make a contribution to the preservation of creation!

Win Win Circle

Win-Win Situation

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 fund

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

Fund Award 2021, 2022

Ratings

Morningstar Rating

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.

Morningstar Rating 4 Sterne

Absolut Research

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.

Refinitiv Lipper Funds Awards

The green benefit Global Impact fund won the Lipper Fund Award Germany (2021) in the category “Best Equity Fund Global 3 Years”.

MountainView

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

Mountain View 6 Sterne

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.

EDA (01/2022)

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.

EDA Rating - Mountainview

The green benefit Global Impact Fund received a score of 92 out of 100 points, ranking among the top 10 percent in terms of sustainability ratings.

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.

A desired impact is characterized for us by the fact that:

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

Our engagement

PRI Logo

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.

 

What is behind the 6 principles?The Six Principles for Responsible Investment are a voluntary and ambitious set of investment principles that offer a range of options for incorporating ESG issues into investment practice.</p><p>The Principles were developed by investors for investors. By implementing them, signatories contribute to the development of a more sustainable global financial system. They have attracted a global signatory base representing a majority of the professionally managed investments worldwide.

Principle 1

We will incorporate ESG issues into investment analysis and decision-making processes.

Principle 2

We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 3

We will seek appropriate disclosure of ESG issues by the companies in which we invest.

Principle 4

We will promote the acceptance and implementation of the principles in the investment industry.

Principle 5

We will work together to improve our effectiveness in implementing the principles.

Principle 6

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.

PSI Logo

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.

Principle 1

We will integrate environmental, social and governance issues relevant to our business into our decision-making.

Principle 2

We will work with our customers and business partners to raise awareness of environmental, social and governance issues, manage risk and develop solutions.

Principle 3

We will work with governments, regulators and other key stakeholders to promote broad-based community action on environmental, social and governance issues.

Principle 4

We will demonstrate accountability and transparency by regularly publishing our progress in implementing the principles.

Comparison green benefit Global Impact vs. indices

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
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
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.