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Bamboo Financial Inclusion Fund II

Luxembourg

Last updated 12 May 2020, by Impactyield.

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The Bamboo Financial Inclusion Fund II makes equity and quasi-equity investments in financial institutions that contribute to increased financial inclusion of unbanked populations in Africa, the Middle East, Asia and Latin America.

Bamboo Finance, one of the pioneers in impact investing with $280 million under management in three current funds, focuses on companies with proven success and a social mission track record. Our successful fund management approach is based on taking active governance roles and working closely with co-investors, technical assistance providers and other sector participants to contribute to the development of our partner institutions.



Financial description

The fund targets attractive financial returns while at the same time providing significant social impact to individuals and communities in frontier markets.
Geographic Spread: Diversified portfolio in frontier markets in: Africa, the Middle East, Asia and Latin America
Sector: Microfinance and SME banks as well as new distribution channels
Investment Size: Average investment size of 10M$ over lifetime of investment
Instruments: Equity
Positions: Significant minority positions with board seat and minority rights
Exit Strategy: Trade sale, IPO or management buyout
Exposure Limits: Maximum deal exposure 20%; maximum country and currency exposure of 20%

9 years

of track record

2015

the year funded

200,000,000 USD

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

Bamboo Finance

Website

Headquarters location:

Other funds managed by this asset manager: Oasis Fund

SDG goals

SDG targets

Equal rights to ownership basic services technology and economic resources

Increase access to financial services and markets

Impact Category

Key performance indicators

Fund overview

Asset manager: Bamboo Finance

Product track record: Fund has 9 years of track record

Target IRR: 20%

Committed Capital: 31,000,000 USD (US Dollar)

Target return category: Risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage:

Inception year: 2015

Vintage year: 2015

Target region: , ,

Target close date: 01/06/2016

Product term: 10 year +2

Assets under management: 200,000,000 USD (US Dollar)

Investment size: Min: 6,000,000; Max: 10,000,000; Avg: 8,000,000

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 0

Fund investments to date exited or repaid: 0

Management fee: 2%

Carried interest: 20%

Hurdle rate: 8%%

GIIN Investors' Council Investment: Yes

Limited Partners / Investors: Anchor investors include Teachers Insurance and Annuity Association of America (TIAA-­‐CREF) and AXA-­‐IM

Limited Partner / Investor Type: Other Institutional Investors

Contact

E-mail: n.a.

Website: http://www.bamboofinance.com

Phone number: +41 (0) 22 596 4759

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Jean Philippe de Schrevel

Chief Executive Officer

Xavier Pierluca

Chief Investment Officer

Impact Performance

n.a.

Impact thesis

The Bamboo Financial Inclusion Fund II is a private equity fund investing in financial services companies such as microfinance and SME banks as well as mobile money operators, correspondent banking businesses and micro-insurance companies in Africa, the Middle East, Asia and Latin America.
Bamboo Finance, one of the pioneers in impact investing with $280 million under management in three current funds, focuses on companies with proven success and a social mission track record. Our successful fund management approach is based on taking active governance roles and working closely with co-investors, technical assistance providers and other sector participants to contribute to the development of our partner institutions.
BFIF II offers attractive returns (fund target IRR of 20%) while also providing significant social value (through job creation and MSME development).

Impact Management

n.a.

Financial benchmark

Term Description:

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