Facts about the fund

Fund profile

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.

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Current sector allocation

Country allocation

Monthly performance

All displayed values and charts represent the P-Tranche.

Last updated:

Investment process

Positive criteria

Our investment universe basically consists of the following 10 different sectors:

Hydrogen / fuel cells

renewable energies (solar, wind)

electric mobility / batteries

energy efficiency

drinking water treatment

organic food

health / education

sustainable agriculture / forestry

environmentally friendly products

green building / smart cities

Negative criteria / exclusion criteria


agricultural genetic engineering

nuclear energy


fossil fuels


genetic engineering

speculation with food

harmful behaviour to the environment





tobacco products

armor, cluster bombs

child labour

human rights violations

animal experiments


Non-ratification of the Kyoto Protocol

Labour Rights

child labour

human rights

death penalty

unfree states according to Freedom House

non-proliferation treaty violations


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.

Examples of pure players in our portfolio

What we do not apply 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 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 stock fund

medium to long-term holding period

Small- / Midcaps

Growth Approach

Bottom-up stock picking

concentrated portfolio with 25-35 companies



Moringstar Rating

The green benefit Global Impact Fund acquired a top-rating of 5 stars from Morningstar which labels it as one of the best 10% of its category based on investment goals.

Sector: Ecology

Morningstar Rating

ISS ESG Fund Rating

FWW FundStars Logo

The ISS ESG Fund Rating assesses the environmental, social and governance (ESG) performance of a fund within its reference group with 1 to 5 stars. Funds with 4 or 5 stars are among the top 30% in their reference group or have a strong sustainability rating in absolute terms.

The ISS ESG Fund Rating Stars are based on the average ISS ESG sustainability rating of companies and countries in whose securities a fund invests. The ISS ESG rating evaluates the sustainability performance of companies based on material and industry-specific environmental, social and governance criteria along the value chain.

Fund Award 2021 Euro
Eco-Rating A - Euro

FWW FundStars

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. No responsibility is taken for the correctness of all information. Please refer to the detailed description of the FWW FundStars® and the notes at https://www.fww.de/disclaimer.

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.

Tranches / Downloads

The green benefit Global Impact Fund will be issued in two different tranches. The P-tranche is possible from a minimum investment of €25 and is eligible for a savings plan, whereas the I-tranche is possible from a minimum investment of €50,000.



Date of issue

25. Februar 2015

Capital management company

HANSAINVEST Hanseatische Investment-GmbH

Performance Fee

15% of the unit value increase per financial quarter with All-Time High-Water Mark

Issue surcharge

up to 5%

P Tranche


green benefit Global Impact Fund - P


LU1136260384 / A12EXH


up to 1.75%

Minimum investment


I Tranche


green benefit Global Impact Fund - I


LU1136261358 / A12EXJ


up to 0.95%