Sustainable Investments
SDG - the UN Sustainable Development Goals in Focus
We Support 3 SDGs with our Investments
Affordable and clean energy
- We invest in future technologies based on renewable energies
- When switching to clean energy sources, we primarily rely on solar energy
- In addition, battery technologies and solutions play an important role
Sustainable Cities and Communities
- By investing in e-mobility and alternative transport solutions, we promote the development of sustainable cities
- We invest in technologies to reduce air pollution in cities.
Climate Policy
- By prioritizing the reduction of emissions through the use of renewable energies and transport options, we mitigate the effects of climate change.
Our Core Focus
Renewable energies
E-Mobility
Hydrogen
Smart Grids
Our Exclusion Criteria
- Crude oil / natural gas
- Coal
- Nuclear energy / Uranium
- Oil sands
- Fracking
- Palm oil
- Alcohol
- Gambling
- Pornography
- Tobacco
- Armaments (conventional / controversial weapons)
- UN Global Compact
- OECD guidelines
- ILO core labor standards
Sustainable Investments
Definition gemäß Artikel 2 (17) EU-Offenlegungsverordnung
Sustainable investments are not only based on positive contributions, but also on the exclusion of negative ones.
Our sustainability approach consists of three elements: making a positive contribution (measured by the SDGs), following the DNSH (Do No Significant Harm) principle, and good governance.
Positive SDG contribution Environment / Social
DNSH Environment
/ Social
Good
Governance
Sustainable
Investment *
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.
Comparison of our fund in terms of contributions of company revenues in the portfolio
-
- Sustainable Finance Disclosure Regulation (SFDR):
- Risk class (SRI):
- Geographic Allocation
- Portfolio size
- green benefit Global Impact Fund
- 8
- 6
- Global
- 25-40
- MSCI World Paris Aligned Index
- 8
- 4
- Global (Focus USA)
- > 400
Together with our partner Clarity AI, we evaluate the contribution of our portfolio companies’ revenues to the UN Sustainable Development Goals (SDGs) on a daily basis.
The calculation follows a clear logic:
Step 1:
Company revenues are analyzed to determine the extent to which they impact the UN’s sustainability goals (SDG Revenue Alignment).
Step 2:
At the same time, the second step involves checking whether the companies comply with the DNSH principle (Do Not Significantly Harm).
Company evaluation:
After this review, companies are classified into three categories: “Aligned,” “Neutral,” and “Misaligned.”
The following chart compares our fund with the MSCI World Paris Aligned Index, showing how both portfolios perform based on their contributions.
This is not a performance comparison, but exclusively evaluates the sustainability performance of the portfolios.
Comparison Index: MSCI World Climate Paris Aligned Index*
Please note the pre-contractual mandatory information and the sustainability-related disclosures of the capital management company. These documents and the fund’s semi-annual and annual reports contain important information on how sustainability risks are taken into account in the fund. We expressly point out that this document does not replace the information given on this website. When deciding to invest in the fund, all characteristics and objectives of the fund as described in the applicable sales documents should be taken into account. Taking sustainability risks into account may, for example, limit the number of available investment opportunities and, as a result, the fund may generate more modest returns than funds that are not subject to such specific investment conditions. Furthermore, the fund’s performance is likely to be closely linked to social, political, or economic developments, government measures, or natural events in countries or regions that may not affect a fund that invests in broader markets.
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.
