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Nature Conservation Notes

Luxembourg

Last updated 12 May 2020, by Impactyield.

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Nature Conservation Notes make investments in sustainable agriculture and nature protection that alleviate poverty and conserves threatened species in African and Latin American countries.

The Note, launched in conjunction with Credit Suisse, provides exposure to (i) Althelia Climate Fund, a unique fund focused on sustainable agro-forestry and ecosystem conservation and (ii) a portfolio selected Green Bonds with high credit quality.

The 6-years notes are listed and offer secondary trading


Fund style

Not listed


Financial description

The investment objective is to finance transition towards sustainable land use and avoided deforestation in the form of result-based payments.
The Note carries the following terms:
– Expected net IRR of 7.0% p.a. in EUR
– Yearly repayments composed of (i.) Althelia Climate Fund’s dividends and (ii.) Green Bonds’ interests
– 6.5-year maturity with 60% of the initial investment expected to be repaid after 3.5 years
– Secondary market (option to exit)
– Sovereign guarantee (USAID) covering 50% loss on the Althelia Climate Fund (up to Fund size of EUR 100m)
– Min. investment EUR 100,000 (Qualified Investors & Wholesale Clients only)

10 years

of track record

2014

the year funded

15,000,000 EUR

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.

SDG goals

SDG targets

Encourage companies to adopt sustainable practices and sustainability reporting

Increase financial resources to conserve and sustainably use ecosystem and biodiversity

Sustainable food production and resilient agricultural practices

Key performance indicators

Fund overview

Asset manager: Mirova Natural Capital

Product track record: Fund has 10 years of track record

Target IRR: n.a.

Committed Capital: n.a.

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

Fund domicile:

Product status:

Style/Stage:

Inception year: 2014

Vintage year: 2014

Target region: , ,

Target close date: 01/12/2014

Product term: 6 years

Assets under management: 15,000,000 EUR (Euro)

Investment size: Min: 100,000; Max: 0; Avg: 0

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 2

Fund investments to date exited or repaid: 0

Management fee: n.a.

Carried interest: 7%

Hurdle rate: n.a.

GIIN Investors' Council Investment: Yes

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Family Office

Contact

E-mail: n.a.

Website:

Phone number: +352 48 18 63

If you wish to have your details removed from this database please email gdpr@impactyield.com


Impact Performance

n.a.

Impact thesis

As part of Althelia ecosphere’s mission-driven approach to achieve transformational impact investing, all investments in the portfolio will deliver positive outcomes from the standpoint of both local communities and biodiversity, and priority will be given to projects that can demonstrate 3 multiple benefits including those in the areas of poverty alleviation, alternative livelihoods and the conservation of IUCN Red List of Threatened Species.
The Fund mainly targets activities in developing countries which generates revenues from PES (Payment for Ecosystem Services, such as Carbon Assets from land-use , REDD+ and IFM) and certified sustainable commodities.
The Fund also seeks, through an enterprise-based approach, to develop investments with multiple benefit streams (accruing locally and in the form of diversified revenue for investors). For example, this involves working directly with projects involving commodity roundtables on scalable pilot activities to link carbon finance to commodity certification to enable the production of zero-deforestation commodities

Impact Management

n.a.

Financial benchmark