Invest nowThe way to your investment.

Add additional diversification to your custody account. Become part of the energy transition with klimaVest and join us in shaping Europe’s energy markets of the future.

How to invest in klimaVest

Your renewable energy investment in 3 steps

1. Your custody account
We would be happy to advise you personally or digitally on klimaVest. Use your existing custody account for your klimaVest shares or conveniently open a new one.
2. Your investment amount
Determine the amount you want to invest in klimaVest. Minimum Amount: 10,000
Your klimaVest
As soon as you have completed the investment process, you will also be part of klimaVest - from now on, klimaVest fund management is responsible for managing your investment.

Invest now with advice Invest digitally now

Your portfolio earns more than one asset class

infraVest: for retail investors

Investing in the infrastructure of tomorrow

Radio masts, fibre optic networks, energy supply, social facilities: infraVest invests in the tangible assets that keep society and the economy running.

Discover infraVest

A man is wearing a black suit with a red tie and a pocket square. He is standing in front of a marbled wall. His hands are folded in front of his stomach.

hausInvest: for retail investors

Real estate investment. Worldwide, since 1972

hausInvest invests in over 160 properties in 17 countries. An investment that relies on real buildings: offices, hotels, retail and housing, carefully selected and actively managed.

Discover hausInvest

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Frequently Asked Questions

The digital investment takes place via the subscription path on klimavest.de and usually takes around 10 to 15 minutes. No documents need to be sent by post, the entire process runs online:

Digital investment advice: It is carried out by the partner FPM Fondsbörse Private Markets Solutions. Questions will be asked about your investment experience, your risk appetite and your financial situation.
Investment amount: You determine your investment amount and choose the custody account to which the units are to be transferred.
Authorisation: This is followed by the legally required proof of identity via Videoident, eID or Postident. All three procedures are based on your ID card, so please have it ready.
Depositing: You transfer the investment amount, after which the fund units are booked into your custody account.

The ELTIF klimaVest can currently only be purchased as part of investment advice.

This obligation protects investors: During the consultation, a suitability check is carried out to determine whether klimaVest is suitable for a person’s knowledge and experience, financial situation and investment objectives. For ELTIFs, this protection is firmly anchored in European regulation.

Both the digital route and personal advice at a financial institution meet this requirement.

When purchasing klimaVest shares, a one-off initial charge ¹ is charged. It is added to the unit value and essentially remunerates the distribution of the units. Over the digital subscription path, it currently stands at 4 percent; for an investment with personal advice, it can be between 0 and 5 percent, depending on the respective sales partner.

In addition to this one-off premium, ongoing costs are incurred during the holding period, which are summarised in the total expense ratio. They are not part of the purchase process, but are continuously taken into account in the fund.

In most cases, yes. The units will be transferred to your existing custody account after the subscription has been completed. This is possible with comdirect, ING, Commerzbank, DKB, BW-Bank/LBBW, savings banks, Volksbanken, Consorsbank and many more.

If you do not yet have a custody account, you can open a new one with our partner comdirect as part of your investment. A custody account is therefore not a prerequisite that must be met in advance, but is part of the investment process.

Once the subscription has been completed, the fund units will be booked into your custody account and held there like other securities. From this point on, klimaVest fund management will take over the management of the invested capital.

The value of the units is reassessed on each trading day and can thus be tracked on an ongoing basis. klimaVest also provides information on the fund’s performance in a half-yearly and annual report. Once a year, at the end of the year, part of the income generated is distributed to investors.

The units remain available: They can be redeemed every trading day for amounts up to EUR 500,000 without notice.²

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¹The issue surcharge for purchasing klimaVest through the digital subscription channel is currently 4%. The standard issue surcharge ranges from 0% to 5% and varies by distribution partner.

²No notice period or minimum holding period for redemptions up to EUR 500,000; 12 months notice period for redemptions > EUR 500,000 p.a.; possible redemption restrictions due to insufficient liquidity; total redemption amount at each redemption date limited to 50% of the Fund’s liquidity investments.

Invest nowThe way to your investment.

How to invest in klimaVest

Your renewable energy investment in 3 steps

Your portfolio earns more than one asset class

Investing in the infrastructure of tomorrow

Real estate investment. Worldwide, since 1972

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Frequently Asked Questions

How does a digital investment in klimaVest work?

Why do I need investment advice?

What does it cost to get started with klimaVest?

Can I place klimaVest in my existing custody account?

What happens after I invest in klimaVest?

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Your portfolio earns more than one asset class

Investing in the infrastructure of tomorrow

Real estate investment. Worldwide, since 1972

Frequently Asked Questions

How does a digital investment in klimaVest work?

Why do I need investment advice?

What does it cost to get started with klimaVest?

Can I place klimaVest in my existing custody account?

What happens after I invest in klimaVest?

Contact person(s)