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
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 savings plan eligible 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%
All compulsory publications of the fund (including the sales prospectus, the annual report and the key information sheet) can be found on the Hansainvest download page. The following button will take you to the download page.