With our sustainable strategy, you invest in a portfolio with a high ESG score (AA according to MSCI ESG Research).
Your portfolio consists of carefully selected individual stocks that we choose according to value investing criteria and that have a correspondingly high ESG rating.
Over a long period of time, equity investments are the most profitable form of investment - ahead of bonds, precious metals or real estate.
With our sustainable strategy, you invest in a portfolio with a high ESG score (AA according to MSCI ESG Research).
Your portfolio consists of carefully selected individual stocks that we choose according to value investing criteria and that have a correspondingly high ESG rating.
Over a long period of time, equity investments are the most profitable form of investment - ahead of bonds, precious metals or real estate.
Outstanding companies with a sustainability focus
Our Value 100 Green strategy offers you the opportunity to build assets responsibly and with the highest sustainability standards in mind.
Our sustainable portfolio contains around 30 individual shares in companies that we select according to value investing criteria and that meet environmental, social and corporate governance requirements in accordance with ESG criteria.
No renunciation of performance
Sustainable investment does not mean having to compromise between a good conscience and strong performance.
Studies show that companies with a higher ESG score outperform others on a fundamental level (sales growth, margin potential, etc.). This fact benefits our long-term value investing strategy.
How the ESG score works
The ESG rating was created to evaluate companies in terms of their sustainability efforts.
The concept of sustainability not only encompasses environmental aspects, but also includes the focal points of “social” and “corporate governance”. With an ESG score of AA according to MSCI ESG Research, our Value 100 Green portfolio performs with a first-class rating.
Environmental
(Environment)
- - Climate strategy
- - Energy efficiency
- - Water management
- - Renewable energies
- - etc.
Social
(Social)
- - Employees
- - Human rights
- - Working conditions
- - Safety regulations
- - etc.
Governance
(Corporate governance)
- - Management structures
- - Business ethics
- - Tax regulations
- - No conflicts of interest
- - etc.
20.000€ / 100.000€
Minimum investment
(depending on custodian bank)
1,2% / 1,5% p.a.
All-In Fee
(depending on custodian bank)
10%
Performance Fee
(High-Water-Mark Principle)
New customer promotion: Pay only with positive performance
Value 100 Green Strategy
You receive
- Professional Asset management
- Your own custody account at Baader Bank or LLB
- Participation in approx. 30 outstanding companies
- A portfolio with a first-class sustainability rating
- Access to your personal dashboard
- Regular information in the form of summarized quarterly reports and company updates
