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"Selection is solely based on sustainability considerations"

Sustainability was a concern we addressed early, according to Jens Pludra, fund manager at Warburg Invest AG, who noted that our approach was considered unusual back then.

"Selection is based solely on sustainability considerations"
"Selection is based solely on sustainability considerations"

"Selection is solely based on sustainability considerations"

The WI Global Challenges Index Fund, a pioneering investment product, has witnessed significant growth in recent years. With a staggering 1,728% increase in assets under management since June 2018, the fund has caught the attention of private investors.

The fund's success can be attributed to its unique approach and focus on sustainability. The Global Challenges Index (GCX), the underlying index of the WI Global Challenges Index Fund, consists of shares of 50 companies from Europe and G7 countries that contribute to addressing global challenges such as climate change, resource scarcity, and social issues.

The WI Global Challenges Index Fund employs an active index approach, which combines cost-efficiency, high transparency, above-average performance, and a long track record that appeals to private investors. The fund is a genuine sustainability fund, with sustainability being the sole criterion for selecting index members.

Companies are first screened based on meeting the strict Prime status defined by ISS ESG, which includes ecological, social, and corporate governance (ESG) criteria. Only companies with a minimum market capitalization of 100 million euros and an active and substantial contribution to the defined fields of action are considered. The composition of the GCX is checked twice a year to ensure it still meets the requirements and changes can be made if necessary.

The Hanover Stock Exchange and ISS ESG have an independent expert advisory board that makes recommendations on the concept and composition of the GCX. Investors are encouraged to carefully check how sustainability is defined in their investment products and where the investment flows go.

Regulations like the EU Taxonomy Regulation are influencing the market for sustainable investments, but what's considered sustainable in one country may not be in another. The fields of action for the GCX are defined by the UN and EU on the topic of sustainability: poverty, climate change, drinking water, forests, biodiversity, population development, and governance structures.

It's important to note that for the WI Global Challenges Index Fund specifically, and the exact criteria and composition of its underlying Global Challenges Index (GCX), precise and authoritative details would be available in the fund's official documentation, such as its prospectus or index methodology published by the index provider.

The WI Global Challenges Index Fund is listed on the Hanover Stock Exchange with the ISIN DE000A1T7561. Companies from controversial industries such as gambling, weapons, or tobacco are excluded from investment. Sustainability and good returns are not mutually exclusive in the WI Global Challenges Index Fund.

As the market for sustainable investments continues to grow and become increasingly regulated, the WI Global Challenges Index Fund stands out as a strong choice for investors seeking both financial returns and a positive impact on global challenges.

  1. The WI Global Challenges Index Fund, a leading sustainable investment product, has seen a remarkable 1,728% increase in assets under management since June 2018.
  2. The success of the fund can be attributed to its focus on addressing global challenges such as climate change, resource scarcity, and social issues, as reflected in its unique Global Challenges Index (GCX).
  3. Employing an active index approach, the WI Global Challenges Index Fund combines cost-efficiency, high transparency, above-average performance, and a long track record, making it appealing to private investors.
  4. Companies included in the GCX are screened based on meeting strict Prime status defined by ISS ESG, which includes criteria for ecological, social, and corporate governance (ESG), and only those with a minimum market capitalization of 100 million euros and a substantial contribution to defined fields of action are considered.
  5. The fields of action for the GCX are defined by the UN and EU on the topic of sustainability, encompassing areas such as poverty, climate change, drinking water, forests, biodiversity, population development, and governance structures.
  6. For those interested in sustainable living, wealth management, personal finance, real estate, or even home and garden, the WI Global Challenges Index Fund offers an opportunity to invest in companies making a positive impact on key global challenges while still aiming for financial returns.

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