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

6 August 2018

Monthly report 7/2018 IIV Mikrofinanzfonds
During the month of July, the IIV Mikrofinanzfonds invested 14.66 million USD in microfinance institutions located in Ecuador, Pakistan, Paraguay and Tajikistan. The return during this month amounts to 0.14 percent in share class R and to 0.18 percent in share class I. Therewith, the fund has achieved a positive return of 2.17 percent p.a. in share class R and 2.67 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.

12 July 2018

Is moral investment more profitable? (German-only)
What is the feeling of coming to an African village for the first time to look at investments in schools and small solar panels? And how is the feeling when you return to the financial city of Frankfurt, in the discussions with investors, when it comes to numbers, interest rates and dollar rates? Edda Schröder is a successful fund manager. The funds manged by her is social, sustainable, profitable and secure. Kindly find attached the full press article. (German-only)

7 July 2018

Monthly report 6/2018 IIV Mikrofinanzfonds

During the month of June, the IIV Mikrofinanzfonds invested 16,98 million USD and 2,75 million Euro in microfinance institutions located in Egypt, Armenia, Bolivia, Bosnia-Herzegovina, Ecuador, El Salvador, Guatemala, Kyrgyzstan and Kazakhstan. The return during this month amounts to 0.09 percent in share class R and to 0.14 percent in share class I. Therewith, the fund has achieved a positive return of 2.18 percent p.a. in share class R and 2.67 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.

7 June 2018

Monthly report 5/2018 IIV Mikrofinanzfonds
During the month of May, the IIV Mikrofinanzfonds invested 23.23 million USD and 15 million EUR in microfinance institutions located in Kyrgyzstan, Kazakhstan, Ecuador and Paraguay. The return during this month amounts to 0.13 percent in share class R and to 0.17 percent in share class I. Therewith, the fund has achieved a positive return of 2.19 percent p.a. in share class R and 2.68 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.