Facts about the fund
The objective of the investment policy of the green benefit Global Impact Fund is to achieve the highest possible above-average growth in the value of its investments by investing in international capital markets. In selecting investments, ecological, social and ethical aspects are taken into account. The fund follows a medium to long-term investment approach.
Historical performance of the green benefit Global Impact Fund *
Current sector allocation
Monthly performance *
- Selection of sustainability sectors = generating a positive impact
- Screening for negative criteria = Avoidance of negative impact
- Screening for further criteria
- Fundamental analysis and portfolio composition
Our investment universe basically consists of the following 10 different sectors:
Hydrogen / fuel cells
renewable energies (solar, wind)
electric mobility / batteries
drinking water treatment
health / education
sustainable agriculture / forestry
environmentally friendly products
green building / smart cities
Negative criteria / exclusion criteria
agricultural genetic engineering
speculation with food
harmful behaviour to the environment
armor, cluster bombs
Non-ratification of the Kyoto Protocol
unfree states according to Freedom House
non-proliferation treaty violations
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 are only active in a specific sector, such as hydrogen or solar. This ensures that conglomerates, which often have a certain – albeit small – percentage in nuclear energy or similar sectors that we exclude, cannot find their way into our portfolio. It is therefore purer (pure) and easier to assess sustainability criteria.
What we do not use is the so-called best-in-class approach:
The best-in-class approach describes a frequently used concept for selecting companies. The best sustainable companies are selected from all industries. In many cases, however, this approach does not go far enough, as the investor does not want the most sustainable oil shares, for example, but no oil shares at all.
Global equity fund
Medium to long-term holding period
Small- / Midcaps
Bottom-up stock picking
Concentrated portfolio with 25-35 companies
Currency hedging of major positions
German and Austrian Fund Award 2022
Our green benefit Global Impact Fund was awarded both the German and Austrian Fund Award in 2022 in the category “Sustainable Investments”
Swiss Sustainable Funds Awards 2022
Since June 2022, our fund green benefit Global Impact Fund – P is the winner of the Swiss Sustainable Funds Awards 2022, which honors the best seven sustainable investment funds.
The fund received the award in the category “Equities Thematic”.
green benefit AG also received the rating of €uro with the fund score 2.
FNG Label 2023
We received the FNG label for 2023 with one star for our fund green benefit Global Impact Fund.
“The FNG Sustainable Investment Fund Seal was developed by the FNG together with financial experts and civil society representatives in a three-year exchange.”
It is the SRI quality standard in the German-speaking financial market.
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.
For more information on the EDA ratio, including how it is calculated, please see here.
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.
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.
Tranches / Downloads
The green benefit Global Impact Fund is issued in two different tranches. The P-tranche is possible from a minimum investment of €50 and is eligible for a savings plan from 0€, whereas the I-tranche is possible from a minimum investment of €50,000.
15% of the unit value increase per financial quarter with All-Time High-Water Mark
up to 5%
green benefit Global Impact Fund - P
LU1136260384 / A12EXH
up to 1.75%
green benefit Global Impact Fund - I
LU1136261358 / A12EXJ
up to 0.95%