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 Mikrofinanzfonds 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.

NEWS

10 February 2018

Monthly report 01/2019 IIV Mikrofinanzfonds
During the month of January, the IIV Mikrofinanzfonds invested 10.5 million USD in microfinance institutionslocated in Armenia and Ecuador. The return during this month amounts to 0.11 percent in share class I and to 0.08 percent in share class R. Therewith, the fund has achieved a positive return of 2.58 percent p.a. in share class I and 2.09 p.a. inshare class R since its inception in October 2011. Kindly find additional information in this month´s factsheet.

10 January 2018

Monthly report 12/2018 IIV Mikrofinanzfonds
During the month of December, the IIV Mikrofinanzfonds invested 20.2 million USD and 22 million Euro in microfinance institutions located in Albania, Armenia, Ecuador, El Salvador, Kyrgyzstan, Mexico, Peru and Uzbekistan. The return during the calendar year 2018 amounted to 1.56 percent in share class I and to 1.06 percent in share class R. Therewith, the fund has achieved a positive return of 2.60 percent p.a. in share class I and 2.11 p.a. in share class R since its inception in October 2011. Kindly find additional information in this month´s factsheet.

10 December 2018

Monthly report 11/2018 IIV Mikrofinanzfonds
During the month of November, the IIV Mikrofinanzfonds invested 8.5 million USD and 5.8 million Euro in microfinance institutions located in Armenia, Kenya and Peru. The return during this month amounts to 0.02 percent in share class R and to 0.06 percent in share class I. Therewith, the fund has achieved a positive return of 2.13 percent p.a. in share class R and 2.62 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.