Measured against the fund volume of all investments, closed funds account for 2.89 billion euros or 63.5% (previous year 2.48 billion euros, 65.2%) and 1.66 billion euros or 36.5% ( Previous year 1.32 billion euros, 34.8%) on fixed-interest securities such as profit participation rights and bonds. “Based on the comparison with the previous year, it can be seen that fixed-interest investment offers have increased in percentage terms. As closed-end funds are regulated, we expect a further increase in these offers,” explains Daniel Kellermann, managing partner of greenValue GmbH.
Within the closed-end funds, 41.6% (again based on the fund volume) are green buildings awarded certifications such as DGNB, LEED, BREEAM or GreenCalc. Solar funds account for 21.7%, portfolio funds 16.3% and wind energy funds 8.1% of the fund volume of closed funds.
The minimum participation and terms of the two offer groups were also evaluated. For closed-end funds, investors have to raise an average of 9,500 euros, while for fixed-interest funds they have to raise 5,200 euros. Closed funds are designed with terms of 5 to 23 years. For profit participation rights etc., the term is sometimes just one year, with a maximum of 10 years.
Background to greenValue GmbH:
greenValue GmbH operates one of the largest, independent information portals for environmental and renewable energy investments and projects and is the publisher of the guide to environmental and renewable energy investments. On the portal, visitors can find current overviews of investments and individual projects in water, wind, photovoltaics, bioenergy, geothermal energy, green buildings, recycling, agriculture, and forestry. You can visit the providers’ websites to find information about the offers. greenValue GmbH is neither a financial advisor nor an agent; the sale of fund shares or the valuation of funds is excluded. B2B services for institutional investors and issuers complete the range of services.
Website operators have the opportunity to integrate the neutral information tables through a cooperation program and give their visitors an overview of current offers. Journalists and media representatives can download the information tables in a protected area. More information and all services are available at www.greenvalue.de.
Publication is free of charge, and a specimen copy should be sent to greenValue GmbH.
Source: December 14, 2012, www.greenvalue.de
