Our investment philosophy behind your investment success
To promote your investment success, we look for companies with a solid business and sustainability strategy, which operate successfully and are still relatively undervalued. In terms of the climate, these are companies that are committed to promoting renewable energies, energy efficiency and climate protection. They have a sound business, but are still relatively undervalued.
Investment process: How we find the best climate equities for you
We use the bottom-up approach when selecting climate-related stocks, which means we first analyse the companies before looking at their sector, their market and their region. We take into account various factors such as return on invested capital (ROIC). The return on invested capital shows how profitably the company uses your investment. Fundamental data as well as environmental and social effect are also important in the assessment, as is the business model, low debt, solid financial figures and a good management track record. A relatively high return on capital, which promises an above-average return with below-average risk, makes the company in question a top candidate for the portfolio.
Does this investment fund suit me?
This thematic fund is suitable for investors who
- have a long-term investment horizon;
- want to participate in the performance of companies that combat climate change or its consequences;
- are interested in high capital growth, and;
- are willing to accept large price fluctuations and deviations from the benchmark.