Ökoworld Klima: Invest successfully in the green market of the future!

Ökoworld Klima: Invest successfully in the green market of the future!

Given the increasing urgency to combat climate change, the Ökoworld Klima real estate fund plays a central role. Launched in 2007 by Ökoworld Fondsgesellschaft based in Hilden near Düsseldorf, the fund currently manages a volume of 465 million euros (as of January 2026) and has set itself the goal of investing specifically in companies that actively contribute to combating climate change. The fund relies on independent stock selection without resorting to external ESG ratings. This strategy allows for more precise targeting of companies that actually offer solutions to environmental challenges.

The fund invests primarily in companies that offer products, technologies and services that combat the greenhouse effect. The investment priorities include energy efficiency, renewable energies, sustainable agriculture and forestry and recycling. Companies that use fossil fuels or promote environmentally harmful practices are strictly excluded. These include, for example, energy suppliers that rely on nuclear power, as well as numerous companies in the agricultural and food industry that do not offer sustainable solutions. Ecoreporter highlights that the important companies in the fund include Vestas, Nvidia and Adobe.

Sustainability and responsibility

With a sustainability score of 1.3 in the ECOfund test, the Ökoworld Climate Fund shows that it is seriously committed to ecological concerns. Participation in new issues and actively influencing companies by exercising voting rights at general meetings are part of the fund's commitment. This should also be understood in the context of the criteria that are taken into account in the context of sustainable investment, as propagated by various institutions such as Fondspolicen-Analyse. These include ecological, social and corporate governance aspects (ESG criteria) that are crucial for evaluating sustainable investments.

The fund's long-term performance shows a mixed record: Over the past ten years, the fund has achieved a return of 129%, while the MSCI World Index has gained 217% over this period. Last year, the Ökoworld Climate Fund recorded a slight decline of 0.1%, while the benchmark index recorded an increase of 8.9%. An investment period of at least seven to ten years is recommended to cushion fluctuations and benefit from growth in sustainable technologies.

Risks and analysis strategies

Despite the careful selection of investments, the fund management warns that a total loss is unlikely, but partial losses are possible. The fund's average fluctuations in value are comparable to other equity funds, indicating some underlying risk appetite. This dynamic is part of the strategy for achieving the ESG goals, which is also addressed in the sustainability definition of the same name from Naturfinanz.

In summary, the Ökoworld Climate Fund not only aims for positive financial returns, but also offers an active contribution to ecological and social responsibility. With a clear focus on sustainable companies and a responsible investment approach, it offers investors the opportunity to participate in the transformation towards a more sustainable economy.