Impact Investments

…for a better future

Impact investing, i.e. investing with a social impact, provides double return on investment: it furthers an investor’s financial interests and has a positive impact on society and/or the environment. Impact investments usually only weakly correlate with traditional asset classes and are able to cushion the risks of a portfolio.

With microfinance, the young field of impact investing has already developed into an established asset class. With the set-up of the IIV microfinance fund in 2011, the first such fund in Germany, we offer private and institutional investors the opportunity to generate steady moderate returns and make a positive social impact at the same time. Furthermore, our impact investing projects specialise in the fields of education, agriculture and social impact bonds. Currently, only institutional clients can invest in our extended investment spectrum.

NEWS

8 December 2017

During the month of November, the IIV Mikrofinanzfonds invested 25 million USD in microfinance institutions located in Armenia, Tadzhikistan, El Salvador, Kirgizstan und Georgia. The return during this month amounts to 0.03 percent in share class R and to 0.07 percent in share class I. Therewith, the fund has achieved a positive return of 2.25 percent p.a. in share class R and 2.74 p.a. in share class I since its inception in 2011. Kindly find additional information in this month´s factsheet.

6 December 2017


Six years after its launch, the IIV Mikrofinanzfonds has exceeded the threshold of 500 million euros in fund volume. The fund invests in unsecuritised loans in currently 70 microfinance institutions in a total of 27 emerging and developing countries. The microfinance institutions give out small and micro loans to promote self-employment and entrepreneurship. Kindly find attached the full press article. (German-only)

9 November 2017

Monthly report 10/2017 IIV Mikrofinanzfonds
During the month of October, the IIV Mikrofinanzfonds invested 26.5 million USD and 3 million EUR in microfinance institutions located in Bolivia, Peru, Ecuador, Nicaragua, Kirgizstan, Kosovo and Albania. The return during this month amounts to 0.11 percent in share class R and to 0.15 percent in share class I. Therewith, the fund has achieved a positive return of 2.28 percent p.a. in share class R and 2.77 p.a. in share class I since its inception in 2011. Kindly find additional information in this month´s factsheet.

30 October 2017

Handelsblatt Business Briefing - Sustainable Investments August: Digitization of the financial sector

In the August issue of the Handelsblatt Business Briefings Sustainable Investments, Susanne Bergius examines, among other things, the extent to which fintechs can benefit society and the extent to which they promote sustainability. Read the full article here. (Germany-only)