klimaVest Opportunities and risks

Invest conveniently and easily in primarily environmentally sustainable assets in the infrastructure sector
Broad risk diversification across different countries, locations, asset classes (e.g. energy generation, energy transmission, transport and mobility) and within the asset classes (e.g. onshore and offshore wind power, photovoltaics) is aimed for
Participation in state-regulated feed-in tariffs for electricity from renewable energy sources possible
Issue and redemption of units generally on any trading day without notice period⁷ via the fund company
Opportunity to achieve stable returns while at the same time making a positive and measurable contribution to climate protection or climate change mitigation due to CO₂ avoidance through the energy generated by klimaVest assets
Professional asset management
Financing of positive sustainability objectives
Many years of experience in the field of renewable energies at Commerz Real

The value of infrastructure investments and liquidity investments may fluctuate
Specific risks associated with investments in renewable energy (e.g. wind, solar radiation, general climate changes, technology, transmission by cable)
Despite extensive currency hedging, a residual currency risk remains
Lack of liquidity of investments in physical assets. Distributions may not be made
Certain conditions apply to the redemption of units⁷
A fundamental risk with klimaVest is the temporary suspension of the redemption of units due to insufficient liquidity up to an orderly dissolution of the fund
Subsequent changes may be made to the feed-in tariff by the government at the expense of investors
Changes to the legal requirements for impact funds may result in the fund’s assets no longer complying with the regulatory requirements of an impact fund and then potentially having to be sold at a loss

Detailed information on the risks can be found under Downloads in the Information Memorandum and in the klimaVest Key Information Document.