I-AM GreenStars Market Commentary

After an unchecked rise since the end of October, the stock markets took a break in April. Higher inflation data led to further rising interest rates, and concerns about central banks acting more restrictively increased. The time was ripe for profit-taking, even if the current reporting season was pleasing overall.

I-AM Vision Microfinance Market Commentary

The demand for microfinance remains high in all invested regions and therefore offers the I-AM Vision Microfinance Fund a good selection of investment opportunities. In the next three months, new investments of around 40 million euros are possible due to expiring loans and interest payments.

I-AM Vision Microfinance - Social Impact Investing

The fund management of the I-AM Vision Microfinance Funds is committed to social impact. This also includes evaluating the social commitment of the supported institutions on site. This is why the fund management team regularly undertakes due diligence trips to see the work of the institutions for themselves. At the beginning of December, Birgit Havlik, fund manager at Impact Asset Management (I-AM), visited various regions of Mexico for this purpose and spoke to the management of the institutions about the current situation in the country, current challenges and future goals.

Médecins Sans Frontières says THANK YOU for the generous donation and that I-AM stands by patients, especially in times like these, to provide them with medical care, they would otherwise not have access to.

DUAL RETURN FUND - VISION MICROFINANCE Market Commentary

The Dual Return Vision Microfinance Funds are well diversified over the targeted regions. South East Asia & Pacific, South America, Central America, Mexico & Caribbean and South Asia are strategically most important and receive more than 70% of the allocation in total.

Frankfurt am Main, 30 November 2023: Impact Asset Management's microfinance funds will be renamed with effect from 1 January 2024. The DUAL RETURN FUND - Vision Microfinance and the DUAL RETURN FUND - Vision Microfinance Local Currency will be renamed I-AM Vision Microfinance and I-AM Vision Microfinance Local Currency respectively. There will be no changes to the investment strategy of the two funds.

Médecins Sans Frontières says THANK YOU for the generous donation and that I-AM stands by patients, especially in times like these, to provide them with medical care, they would otherwise not have access to.

We invite you to participate in our online fundraising campaign for Doctors Without Borders and donate an additional 10 euros per participant.