15 years climate protection fund! Congratulations KOWORLD KLIMA, *30.
July 2007 / The fund responds to climate change related
global challenges (PHOTO)
Hilden near Dsseldorf (ots) – More and more investors want to
ethical, ecological and social criteria when investing
as a basis for a climate-friendly return with a clear conscience
to generate wealth. With the KOWORLD KLIMA this is already since
15 years possible. It has long been known that selected sustainable equity funds
look good against the broader market when it comes to making profits with meaning. Of the
The investment fund KOWORLD KLIMA, launched in 2007, is one of the
few equity funds whose investment criteria are rated as strict by consumer advocates
get ranked.
The managed assets of KOWORLD KLIMA are currently over 730
Million Euros. At the end of 2019 it was around 150 million euros, at the end of 2018 it was 35
Million Euros. The five-year performance is – as of June 30, 2022 –
69.85%, which corresponds to 11.17% pa. The ten-year performance is 217.73%,
which means 12.25% pa.
Alfred Platow, founder and CEO of KOWORLD AG, explains.
“Climate funds are currently a fashion trend in the financial industry – at KOWORLD
but part of the DNA. We were and are pioneers here, like that
date of birth July 30, 2007 of our KOWORLD KLIMA proves. The increase in volume
the last few years clearly shows that demand has come into the subject. It
is important for investors that their investments are positive
have effects. Hit with an investment in the KOWORLD KLIMA
Investors in recent years, the broad market. In the
past few months in which raw materials, l, nuclear power, weapons and other no
sustainable stocks benefited, the fund gave back part of the gains.
Our goal is to find companies that are even in a difficult situation
macroeconomic situation relative strength, above average
Earnings growth and high profitability in order to ensure the broad
to beat the market. However, as it is our pursuit to create tomorrow’s winners
find and due to the strict exclusion criteria also some saturated markets
for the fund as a target investment, the investment universe has one
Tendency to growth stocks. Phases that are stressful for growth stocks
can therefore be challenging in the short term, as we have been lately
experienced. However, since our investment trends are basically intact, we are going
we therefore only assume a temporary disadvantage. Those of our fund management
Returns achieved in recent years, which we always AFTER DEDUCTION OF EXPENSES
publish, can be seen in any case. The fund is by the way
also part of the portfolio of the LV1871 climate pension, which we jointly with the
LV1871 in May of this year.”
KOWORLD AG (formerly versiko AG), which has been listed on the stock exchange since 1999, is a leading
Company in the field of ethical-ecological capital investments. over 45 years
Experience flows into the development and launch of our own products. in the
More than 50,000 are distributed via the ethical-ecological asset consultancy
Customers nationwide served.
Press contact:
Gunter Schfer, Chief Communications Officer, phone:
02103-929 210 or by email: mailto:[email protected].
Further material: http://presseportal.de/pm/74353/5286994
OTS: KOWORLD AG
ISIN: DE0005408686
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