I-AM - Vision Microfinance - I-CHF (T)
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General Objective
The objective of the fund is to enable investors to become involved in the microfinance industry by investing in carefully selected microfinance institutions in developing and emerging countries. This seed capital supports microentrepreneurs in setting up or developing their small businesses, creating new jobs, and fostering economic development.
Fund Exposure
The fund primarily focuses its investments on Latin America, Central and Eastern Europe, Asia, and Africa. It invests directly in microfinance institutions through debt instruments or indirectly through collateralized debt obligations. Additionally, the fund may also invest in equities and equity-related instruments of service providers in the microfinance sector, as well as derivatives for hedging, yield optimization, or speculation.
Risks
Investing in the fund entails risks such as price, interest-rate, currency, and issuer risks. There is also a risk of a decrease in the share class value due to defaults by borrowers or microfinance institutions. The broad diversification of investments may limit participation in the performance of individual regions, and active portfolio management may lead to fluctuations in the fund's value.