klimaVest

Experiences, reviews and information about the provider

Luxemburg, Anlageberatung durch Commerz Real in Wiesbaden

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Details

Pros

Direct stake in wind and solar farms rather than just shares in energy companies
Fund assets are a special fund and protected in an insolvency
Measurable impact figures on the CO2 saved
As an ELTIF, also open to retail investors without institutional-scale sums

Cons

No deposit protection, full entrepreneurial investment risk
High minimum investment in the five-figure range
Very long investment horizon, units can only be returned to a limited extent
Management company in Luxembourg under CSSF supervision, no BaFin responsibility

Fact sheet: klimaVest

Company name	klimaVest
Founded	2020
Headquarters	Luxemburg, Anlageberatung durch Commerz Real in Wiesbaden
Country	🇱🇺 Luxembourg
Type	sonstige
Website	klimavest.de

About klimaVest

klimaVest is not a robo-advisor and not a depot but a single real-asset fund: the klimaVest ELTIF, launched in Luxembourg in 2020, is a fonds commun de placement under Part II of the Luxembourg law of 2010 that is also approved as a European Long Term Investment Fund (ELTIF) for retail investors. It is managed by Commerz Real Fund Management S.à r.l. in Luxembourg under the supervision of the Luxembourg Commission de Surveillance du Secteur Financier (CSSF); the investment adviser is Commerz Real AG of Wiesbaden, which belongs to the Commerzbank group. It invests directly in wind and solar farms and in sustainable infrastructure in several European countries, aiming to combine a long-term return with a measurable contribution to avoiding CO2. There is no deposit protection (Einlagensicherung), and there cannot be: the fund assets are a special fund, held separately by a custodian and not part of the management company's insolvency estate – but price losses and illiquidity remain entirely with the investor.