MANFRED WIEGEL
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
