Block
Sustainable:
Value 100 Green
Value 100 Januar 2022
Responsible investing

With our sustainable strategy, you invest in a portfolio with a high ESG score (AA according to MSCI ESG Research).

High-yield portfolio

Your portfolio consists of carefully selected individual stocks that we choose according to value investing criteria and that have a correspondingly high ESG rating.

Dominant in the long term

Over a long period of time, equity investments are the most profitable form of investment - ahead of bonds, precious metals or real estate.

Block
Sustainable:
Value 100
Green
Value 100 Januar 2022
Responsible investing

With our sustainable strategy, you invest in a portfolio with a high ESG score (AA according to MSCI ESG Research).

High-yield portfolio

Your portfolio consists of carefully selected individual stocks that we choose according to value investing criteria and that have a correspondingly high ESG rating.

Dominant in the long term

Over a long period of time, equity investments are the most profitable form of investment - ahead of bonds, precious metals or real estate.

Block
Performance
2020*
2021*
2022*
since
begin
Value 100 Green
Benchmark
10,89%
9,46%
29,48%
22,67%
-12,12%
25,28%
18,00%
Value 100
+0,93%
Benchmark*
+0,61%

The performance shown is before costs and taxes. The benchmark serves as a comparator and is composed of 63% MSCI World ESG Index, 27% Euro STOXX 50 ESG and 10% cash.
 
*Values are based on back calculations of the model portfolios

As of: 31.05.2022

Block
Performance
Value 100 Green
Benchmark
13,49%
3,50%
-1,22%
-3,46%

since begin

25,28%
18,00%
Value 100 Green
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2022*

-12,12%
Value 100 Green
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2021*

29,48%
22,67%
Value 100 Green
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2020*

10,89%
9,46%

The performance shown is before costs and taxes. The benchmark serves as a comparator and is composed of 63% MSCI World ESG Index, 27% Euro STOXX 50 ESG and 10% cash.
 
* Values are based on back calculations of the model portfolios

As of: 31.05.2022

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. 

Estably ESG
estably performance esg

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)

Social
(Social)

Governance
(Corporate governance)

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

We offer to new customers the opportunity to invest free of fixed costs (without an all-in fee). Instead, a performance fee of 19% is charged on the profits only if we were able to increase your assets.
Value

Value 100 Green Strategy

You receive