The fund for renewable energy Invest in infinity

The units of the fund are distributed to professional investors, semi-professional investors and private investors as defined by Section 1(19) Nos. 31, 32 and 33 of the German Investment Code (KAGB), which meet the requirements of a qualified investor.

This makes klimaVest one of the first ELTIFs for private investors. An investment consultation (adequacy and suitability assessment) and a minimum investment amount of 10,000 euros, which may not amount to more than 10% of the investable private assets, are required to invest.

The ELTIF (European Long-Term Investment Fund) is a relatively new investment framework that appliesacross the EU. It allows investors to invest funds in projects and companies that rely on a long-term cash flow. In order to protect investors and companies, fund managers must comply with strict requirements when issuing ELTIFs.

ELTIFs are intended to make illiquid investments accessible to private investors – e.g. in the form of sustainable infrastructure tangible assets such as wind farms or solar plants, which are also represented in the klimaVest portfolio.

The focus is on transparency and protection for investors: Due to the illiquidity and the long-term nature of the funds, the minimum investment amount is 10,000 euros. At the same time, the investment sum may not exceed 10% of the respective investable assets. This means that only a small part of the assets is tied up in the long term.

ELTIFs, and therefore also klimaVest, are performing a balancing act: the legislators aimed to cover the stability requirements for the long-term financing of future-proof tangible assets, while ensuring that the liquidity requirements of private (small) investors are taken into account.

Anyone who wishes to invest in an ELTIF as a private investor must first participate in a legally prescribed investment consultation to ensure they are protected. Whether an ELTIF such as klimaVest is suitable as an investment product is included in the consultation in the form of an appropriateness assessment.

For amounts up to 500,000 euros, no termination or minimum holding periods apply , investors can return their units on any stock exchange trading day. For redemptions in excess of 500,000 euros, a notice period of 12 months applies.

The total expense ratio consists of fund management costs (max. 1.8% p.a.) and custody fees (max. 0.025% p.a.). When you buy your klimaVest units, a one-off initial charge of max. 5% will also be charged.

With the klimaVest subscription path, you can purchase an investment product that requires advice completely digitally for the first time.

Please allow some time for this– the digital subscription path takes approx. 10 to 15 minutes.

Please have your custody account details (if available) and your identity card ready for subscribing to the units and for authentication.

Use your e-mail address and optionally assign a password to create a personal account. This means that you can continue the process at a later timeor simply buy more klimaVest units in the future.