At the turn of the year, there will also be a change of depositary for the assets of the
I-AM microfinance funds: The current depositary UBS Europe SE, Luxembourg Branch will be replaced by Banque de Luxembourg S.A.. The existing order channels are not affected and will remain in place.
Günther Kastner, Managing Partner and CIO of Impact Asset Management GmbH: "By renaming our microfinance funds, we want to strengthen the I-AM brand and make the connection to our impact investment approach even clearer. The goal of generating a double return for investors - sustainable impact in addition to a financial return - remains unchanged".
About the Vision Microfinance Fund
Since its inception in 2007, the Vision Microfinance Fund (ISIN I-Tranche: LU0306115196) has delivered a very stable return of 2.7% p.a. with a very low correlation to fixed income investments. Rising interest rates are having a very positive impact on the return outlook. We expect significantly higher returns of 4-6% p.a. in EUR and 5-7% p.a. in USD from 2024.
The Vision Microfinance Local Currency Fund (ISIN I-Tranche: LU0533938022) was launched in 2010 and contains microfinance loans denominated in the respective local currencies. It can benefit from foreign currency effects and a significantly higher interest rate level in the local currency.
Further information on I-AM's microfinance funds can be found at www.visionmicrofinance.com and at www.impact-am.eu
About Impact Asset Management
Impact Asset Management GmbH (formerly C-QUADRAT Asset Management GmbH) is one of the leading bank-independent asset management companies in the German-speaking world specialising in the selection, analysis and management of ESG and impact strategies. The investment policy pursued by Impact Asset Management GmbH aims to contribute to the UN Sustainable Development Goals. As a "triple bottom line" asset manager, the company aims to generate social, environmental and financial returns. Impact Asset Management is one of the sustainability pioneers in the German-speaking world. I-AM is one of the first signatories of the UN Principles for Responsible Investments in Austria. I-AM's funds regularly receive top ratings for their performance and high sustainability quality. The Dual Return Fund - Vision Microfinance (in future: I-AM Vision Microfinance) is one of the most renowned microfinance funds in the DACH region as an Article 9 fund compliant with the EU Disclosure Regulation and also has an EcoReporter sustainability seal. All five funds in the I-AM "GreenStars" family have been awarded the FNG seal's highest rating of three stars.
Press contact
edicto GmbH
Ralf Droz / Jessica Pommer
Phone: 069 90550554
Mail: iam@edicto.de
Disclaimer: A capital investment in investment funds is subject to general economic risks and fluctuations in value, which can lead to losses - up to the total loss of the capital invested. Express reference is made to the detailed risk information in the statutory sales documents for the respective financial products
