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

9 October 2018

Monthly report 9/2018 IIV Mikrofinanzfonds
During the month of September, the IIV Mikrofinanzfonds invested 24.5 million USD and 3 million EUR in microfinance institutions located in Albania, Ecuador, Kenya, Kyrgyzstan, Myanmar and Peru. The return during this month amounts to 0.16 percent in share class R and to 0.21 percent in share class I. Therewith, the fund has achieved a positive return of 2.15 percent p.a. in share class R and 2.65 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.

7 September 2018

Monthly report 8/2018 IIV Mikrofinanzfonds
During the month of August, the IIV Mikrofinanzfonds invested 12.82 million USD in microfinance institutions located in Ecuador, El Salvador, Georgia and Mongolia. The return during this month amounts to 0.06 percent in share class R and to 0.10 percent in share class I. Therewith, the fund has achieved a positive return of 2.16 percent p.a. in share class R and 2.65 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.

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.