green benefit Global Impact Fund
Fund Profile
The green benefit Global Impact Fund (Article 8 under SFDR) is a global, sustainably oriented equity fund with a long-term focus. It invests specifically in pure players in cleantech trends – particularly solar, hydrogen, and e-mobility – and maintains a concentrated portfolio of 25–40 stocks, including micro and small caps. The fund follows a clear investment process with strict exclusion criteria and pursues a twofold return: competitive financial results and a measurable positive contribution to the environment and society.
Investment Process
Selection of sustainable sectors
= Achieving positive impact
Screening according to negative criteria = Avoiding negative impact
Screening according to further criteria
Fundamental Analysis and Composition of the Portfolio
Positive criteria
Our investment universe basically consists of the following 10 different sectors:
- Hydrogen
- Renewable energies
- Electromobility
- Energy efficiency
- Drinking water treatment
- Organic food
- Health / Education
- Sustainable agriculture / forestry
- Environmentally friendly products
- Smart Grids
Negative Criteria / Exclusion Criteria
Environment
- Agricultural genetic engineering
- Nuclear energy
- Crude oil
- Fossil fuels
- Fracking
- Green genetic engineering
- Speculation with food
- Environmentally harmful behavior
We invest in Pure Play Companies
What Does Pure Play Mean?
The pure play approach means that sustainable investments focus on investing in companies that operate in only one specific sector, such as hydrogen or solar. This ensures that mixed corporations, which often have a certain – albeit small – percentage in nuclear energy or in similar areas that we exclude, do not find their way into our portfolio. It is therefore purer and easier to assess sustainability criteria.
Examples of pure players in our portfolio
What we do not use is the so-called best-in-class approach:
Best-in-Class approach
The best-in-class approach describes a frequently used concept for selecting companies. The best, most sustainable companies are identified from all industries. However, this approach often falls short because the investor does not want the most sustainable oil stock, for example, but no oil stocks at all.
Positive criteria
- Global equity fund
- Medium to long-term holding period
- Small- / Midcaps
- Growth approach
- Bottom-up stock picking
-
Concentrated portfolio
with 25-40 companies -
Currency hedging of
larger positions
We use derivatives (futures) to carry out currency hedges. The guidelines for their use are described in the linked document.
Investment Process
Selection of sustainable sectors
= Achieving positive impact
Screening according to negative criteria = Avoiding negative impact
Screening according to further criteria
Fundamental Analysis and Composition of the Portfolio
Positive criteria
- Hydrogen
- Renewable energies
- Electromobility
- Energy efficiency
- Drinking water treatment
- Organic food
- Health / Education
- Sustainable agriculture / forestry
- Environmentally friendly products
- Smart Grids
Negative Criteria / Exclusion Criteria
Environment
- Agricultural genetic engineering
- Nuclear energy
- Crude oil
- Fossil fuels
- Fracking
- Green genetic engineering
- Speculation with food
- Environmentally harmful behavior
We invest in Pure Play Companies
What Does Pure Play Mean?
The pure play approach means that sustainable investments focus on investing in companies that operate in only one specific sector, such as hydrogen or solar. This ensures that mixed corporations, which often have a certain – albeit small – percentage in nuclear energy or in similar areas that we exclude, do not find their way into our portfolio. It is therefore purer and easier to assess sustainability criteria.
Examples of pure players in our portfolio
What we do not use is the so-called best-in-class approach:
Best-in-Class approach
The best-in-class approach describes a frequently used concept for selecting companies. The best, most sustainable companies are identified from all industries. However, this approach often falls short because the investor does not want the most sustainable oil stock, for example, but no oil stocks at all.
Positive criteria
- Global equity fund
- Medium to long-term holding period
- Small- / Midcaps
- Growth approach
- Bottom-up stock picking
-
Concentrated portfolio
with 25-35 companies -
Currency hedging of
larger positions
Sector and Country Allocation *
Current Sector Breakdown
Sub-Sectors
Country Allocation
Last updated: 02.11.2025 – Source: Hansainvest
Management Commentary for Retail Clients
Management Commentary
Management- commentary
Historic performance *
Monthly performance *
Yearly Performance *
Ratings & Awards
Overview of Ratings / Awards
We are regularly checked and evaluated by well-known institutions.
An overview of our ratings and awards for the fund can be found via the following link incl. the descriptions on methodology and category.
Fund Details
The green benefit Global Impact Fund is being issued in two different tranches.
All sales documents for the fund—including the sales prospectus, annual report, and key information document—are available on the Hansainvest download page.
By clicking on the following button, you will be redirected there.
Opportunities and risk profile of the fund
For a comprehensive overview of all risks associated with the fund, please refer to the fund’s prospectus.
OPPORTUNITY PROFILE OF THE FUND
- Stocks and equity funds offer above-average return potential in the long term.
- Investing in securities offers general price and currency opportunities.
- Focusing on companies with smaller and medium market capitalization (small and mid caps) can offer greater growth opportunities.
- Similarly, a concentrated portfolio of pure-play companies can offer greater growth opportunities.
- Focusing on a few promising sectors can also offer greater growth opportunities.
- The international focus enables a broad diversification of investments.
- The active portfolio management and in-depth market knowledge of the tied investment advisor offer an attractive risk/reward profile.
- The use of derivatives can help to hedge the portfolio against negative market developments.
RISK PROFILE OF THE FUND
- The value of stocks and equity funds in particular can fluctuate significantly, and substantial losses are also possible.
- Investments in securities generally involve price, interest rate, currency, and issuer risks.
- Investments in shares of small and medium-sized companies may involve increased liquidity risks.
- Similarly, a concentrated portfolio of pure-play companies can lead to higher overall portfolio volatility.
- Since not all markets are covered, participation in the performance of individual regions is limited.
- Focusing on a few promising sectors can lead to higher overall portfolio volatility.
- With active portfolio management, it is impossible to completely rule out wrong decisions regarding the selection and timing of investments.
- The use of derivative financial instruments (for hedging and yield optimization) can result in significantly increased risks due to the leverage effect.
Capital Management Company
HANSAINVEST Hanseatische Investment-GmbH
Currency
Euro
Date of Issue
25th February 2015
Classification according to the Sustainable Finance Disclosure Reguluation (SFDR)
Article 8
The green benefit Global Impact Fund promotes environmental and/or social characteristics in accordance with Article 8 of Regulation (EU) 2019/2088, in that the special fund pursues a dedicated investment strategy focused on sustainability aspects and takes into account certain exclusion criteria, which in turn may include certain turnover limits, and although the investment purpose is not aimed at sustainable investment, it contains a minimum proportion of 80% sustainable investments. The fund does not comply with Regulation (EU) 2020/852 (“Taxonomy”). Within this quota, at least 1% must be directed towards environmental objectives and at least 1% towards social objectives.
P-Tranche
Name
green benefit Global Impact Fund – P
ISIN/ WKN
Copied! Minimum Investment
€50
Eligible for savings plans
Yes
I-Tranche
Name
green benefit Global Impact Fund – I
ISIN / WKN
Minimum Investment
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December 3, 2025
Management Commentary for Retail Clients – December 3, 2025