Cardano Impact Financial Inclusion Fund

About the fund

  • This fund has a sustainable investment objective with measurable positive impact.
  • Aims to promote financial well-being and self-reliance for micro-entrepreneurs and small businesses in emerging and developing countries.
  • Managed by a team of experienced professionals with a proven track record.
  • Offers an attractive return at minimal cost.
  • Actively contributes to seven of the United Nations Sustainable Development Goals (SDGs):

The Cardano Impact Financial Inclusion Fund supports the accessibility of affordable financial products and services for micro-entrepreneurs and small businesses in emerging and developing countries. By investing in this fund, you achieve an attractive financial return while creating positive social impact. By investing in the Cardano Impact Financial Inclusion Fund, you help entrepreneurs and households with income generation, safe savings, and paying for medical care.

Fund data

  • ISIN
    NL0015000GU4
  • NAV
    €25.26
  • Trading rate
    €25.26
  • Date
    21-11-2024
  • Morningstar
    Morningstar not available
  • SFDR
    SFDR 9
  • Category
    Impact
  • Currency hedging
    Hedged
  • Regime
    AIFMD
  • Region
    Emerging Countries

Who is the fund for?

The Cardano Impact Financial Inclusion Fund is well-suited for investors who want to invest sustainably with impact and contribute to the improvement of financial conditions for households and small businesses in emerging and developing countries. It is one of the most cost-effective options in its category.

What does the fund invest in?

The Cardano Impact Financial Inclusion Fund follows an investment policy focused on financial inclusion, aiming to enhance the financial situation and self-reliance of small entrepreneurs and households in emerging and developing countries. The fund invests through the Cardano Impact Financial Inclusion Fund (I) in financing for micro, small, and medium-sized enterprises (SMEs) in developing and emerging economies by providing loans to financial institutions. The fund has financed approximately 49 financial institutions in 25 countries, which in turn provided loans to over 7 million people, 83% of whom were women and 71% of whom lived in rural areas. The fund contributes to seven of the seventeen Sustainable Development Goals (SDGs).

Period per 31-10-2024 YTD 1 year 3 years 5 years
Fund 5,24% 6,70% 3,93% NA
Benchmark NA NA NA NA

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The chart is based on daily returns calculated using the net asset value and adjusted for dividend distributions.

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Extra information

Sustainability related information

As a fund manager, Cardano has a ‘Principal Adverse Impact Statement‘. Indicators of adverse sustainability impacts applicable at the product level are included for each fund in the sustainability-related information, as well as in the pre-contractual sustainability information annexed to the prospectus. Scores on these indicators are included for each fund in the periodic sustainability information, which is annexed to the fund’s annual report. Therefore, Cardano does not publish a ‘Principal Adverse Impact Statement’ at the product level, i.e., for each fund.

The fund manager is Cardano Asset Management N.V. (formerly ACTIAM N.V.). Cardano and the fund are registered with the AFM (Dutch Authority for the Financial Markets). A prospectus and terms and conditions are available for this fund. The information displayed on this webpage should not be considered investment advice.