Interested in this fund?
Log in or create an account to request more information.
Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.
Arjuna Income & Impact
United States of America
Last updated 12 May 2020, by Impactyield.
Fund geography
Arjuna Capital’s Income & Impact Fund is a diversified portfolio of private investment notes that pay competitive yields while capitalizing entities that have targeted, direct and positive social impact.
The Fund deploys capital primarily through debt instruments across an array of specific social-impact opportunities including: microfinance lending, fair trade, sustainable agriculture, land conservation, affordable housing, peer-to-peer lending, independent news media, rural economic development, and medical care in developing countries.
Asset class
Fund status
Fund style
Not listed
Financial description
The fund provides direct lending to early- to mid stage enterprises that create positive social impact. The fund will primarily invest in a portfolio of debt instruments with a target net yield after expenses of 3.0% - 4.0%.
Maturity of underlying investments is typically 3 months - 3 Years (target duration of 1.5 years). All investments subject to extensive due diligence and the maximum exposure to an individual lender is 20%.
11 years
of track record
2013
the year funded
n.a.
AUM
Interested in this fund?
Log in or create an account to request more information.
Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.
Asset manager
SDG goals
Key performance indicators
Fund overview
Asset manager: Arjuna Capital
Product track record: Fund has 11 years of track record
Target IRR: 3%
Committed Capital: 10,000,000 USD (US Dollar)
Target return category: Risk-adjusted market-rate of return
Fund domicile: United States of America
Product status: Open - committed capital
Style/Stage:
Inception year: 2013
Vintage year: n.a.
Target region: Global
Target close date: n.a.
Product term: Perpetual Fund
Assets under management: n.a.
Investment size: Min: 250,000; Max: 2,000,000; Avg: 500,000
Co-investment policy:
Currency of investments: USD (US Dollar)
Currency for fund / product figures: USD (US Dollar)
Fund investments to date: 0
Fund investments to date exited or repaid: 0
Management fee: 0.75%
Carried interest: n.a.
Hurdle rate: n.a.
GIIN Investors' Council Investment: No
Limited Partners / Investors: n.a.
Limited Partner / Investor Type: Endowments/Foundations, Family Office, Pension Funds, Other Institutional Investors
Contact
E-mail: natasha@arjuna-capital.com
Website: http://arjuna-capital.com
Phone number: adam@arjuna-capital.com
If you wish to have your details removed from this database please email gdpr@impactyield.com
Adam Seitchik
Portfolio Manager
Impact Performance
n.a.
Impact thesis
The Fund deploys capital primarily through debt instruments across an array of specific social-impact opportunities including: microfinance lending, fair trade, sustainable agriculture, land conservation, affordable housing, peer-to-peer lending, independent news media, rural economic development, and medical care in developing countries.
Impact Management
n.a.