klimaVest: test at a glance
The klimaVest fund was launched in October 2020 by Commerz Real, a subsidiary of Commerzbank. This is an ELTIF that is based on the regulations of the European Union. He pursues ecological goals, such as avoiding CO2.
With regard to the investment strategy klimaVest pays attention to a broad spread of risk across different countries, locations and asset classes. Investors use the fund to invest in more than 25 projects in the two areas of energy distribution and energy generation.
Investors have to invest in the fund with various Costs calculate. The front-end load can be up to five percent. There are also ongoing costs, many of which are independent of success.
On the website of the klimaVest fund, interested parties can choose four different ones performance scenarios which show how the fund might perform over five years. In addition to an optimistic scenario, a stress scenario is also shown.
Around to be able to invest in klimaVest, investors must meet certain criteria. Your investment amount in ELTIFs may not exceed ten percent of your liquid assets. The minimum investment amount of the fund is EUR 10,000. Accordingly, investors must have liquid assets of at least 100,000 euros.
klimaVest is subject to a special legal form. As it is a “European long-term investment fund”, investors are not allowed to invest more than ten percent of the assets available to them.
Conclusion: If you, as an investor, want to do something for the environment and at the same time generate returns, you can take a look at the klimaVest fund. He pursues high ecological goals. However, you should first check whether you meet all the criteria for an investment.