
LeanVal Climate Target Fund
The investment objective of the equity fund is to achieve sustainable, ethical and environmentally conscious value growth with an annual distribution.
Strategy description
The fund invests primarily in shares of companies that operate sustainably and make a significant contribution to the development of our society. In addition, the fund aims to meet current climate targets in the form of a predictable climate degree (≤1.5°C Paris climate target) at fund level. The fund’s investment strategy involves an active management process. The fund does not track any securities index, nor does the company follow a set benchmark for the fund.
Information material
Service Provider
Investment Manager:
LeanVal Asset Management AG
Bleichstraße 52
60313 Frankfurt am Main
Investment Company:
HANSAINVEST Hanseatische Investment-GmbH (HI)
Custodian:
Hauck Aufhäuser Lampe Privatbank AG
Initiator:
Matthias Knöß
Chairman of the Board of the Nele Neuhaus Foundation
Investment Opportunities
Liquidity:
Daily
WKN:
A3DCAY
ISIN:
DE000A3DCAY2
Minimum investment:
1 share, initial issue price 60 euros
Savings plan eligible:
Yes, no minimum amount
Use of earnings:
The fund’s income is generally distributed.
Distribution approval:
Germany
Fees
Administrative fees:
1.65% p.a.
Depositary fee:
0.08% p.a. (max. 0.10%)
Profit sharing:
none
ESG compliance:
Article 9 of the Disclosure Regulation (SFDR)
As a mutual fund, the LeanVal climate target fund can be acquired via the usual platforms. For settlement questions, please contact us.
Contact

Markus Herzinger
+49 69 9494 88 042 Markus.Herzinger@lvam.de

Thomas Hunger
+49 69 9494 88 041 Thomas.Hunger@lvam.de