Poverty Alleviation and Economic Empowerment Fund
Poverty Alleviation and Economic Empowerment Fund
Price is in "GBP per new individuals lifted out of poverty"
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MARKETING COMMUNICATION
This UCITS fund focuses on publicly listed companies actively working to alleviate poverty and promote economic empowerment globally. The fund's portfolio prioritizes companies with a low Measurable Impact Fund Efficiency Ratio (MIFER), which represents the investment cost per new individual lifted out of poverty. This approach aims to align financial returns with measurable social impact.
INVESTMENT OBJECTIVE AND APPROACH
The fund invests in companies across various sectors, including microfinance, fintech, fair trade, job creation, and social impact enterprises. Companies are selected based on both their potential to lift individuals out of poverty and their financial soundness, with a particular focus on initiatives that foster financial inclusion and create economic opportunities in underserved communities.
RISKS AND REWARDS
Investing in this fund carries risks that investors should carefully consider:
- The value of investments can fall as well as rise
- Emerging markets may be subject to higher political and economic risks
- Companies may face regulatory changes and operational challenges in developing markets
- Currency risk may affect the value of foreign investments
Past performance is not a reliable indicator of future results.
LIQUIDITY
As a UCITS fund, investors can typically redeem their investment on any business day, subject to the terms set out in the fund documentation.
KEY INFORMATION
Before investing, please read the:
- Key Investor Information Document (KIID)
- Prospectus
- Latest annual and semi-annual reports
These documents, along with the fund's performance data and other important information, are available at [website] or from your financial advisor.
The MIFER metric, expressed in GBP per new individual lifted out of poverty, helps quantify the investment required to achieve specific social impact. A lower MIFER indicates greater efficiency in poverty alleviation per pound invested.
For UK investors: Information about accessing the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS) can be found in the prospectus.
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