Sustainable Value Creation and Impact Investing AMC
The RML Sustainable Value Creation and Impact Investing — Actively Managed Certificate provides access to proprietary sourced private credit, private debt and liquid sustainable impact investment equity strategies with an absolute return goal of 6% to 9% p.a. (over the life cycle). Human oversight is built into the process with a thorough investment due diligence and external compliance management. The strategy pre-dominantly focusses on investment opportunities in the aera of impact investing. Impact investing is defined as investing in companies or organizations that themselves operate with the express intention of achieving not only sound financial results, but also a positive impact on society and the environment; so-called social enterprises. The desired social impact may relate to environmental, climate-related or social areas, such as healthcare, education, food supply. etc. Impact investing will help to contribute to meeting the sustainability goals (SDGs). Impact investors identify a problem in society and want to contribute to its solution. Impact investing is, therefore, investing with the specific intention to make a certain impact and solve a specific social or environmental problem.
Investments are made in carefully selected first-class financing opportunities worldwide. The borrowing companies are leaders in their respective industries and regions from an environmental, ethical and economic perspective and have the best earnings prospects. In addition, for the sake of liquidity, the portfolio allocates approx. 20% to liquid sustainable equity strategies.
Access to first-class financing opportunities with underlying businesses that achieve measurable social and ecological benefits in addition to attractive financial returns.
Diversification in terms of individual borrowers, sectors and business cases,
regions and maturities.
Attractive risk / reward profile and regular distribution of cash flows in form of coupons.
Unique investment solution that combines the advantages and rationales of
impact investing in the form of private debt and liquid sustainable equity
Monthly Subscriptions, quarterly redemptions with 30 days of notice.
12 month initial lock-up
Minium Investment CHF/USD 100,000
Investment Horizon: 3-5 years
Expected return: 6% - 8% p.a. (net) over the life cycle