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Sharevalue Sweden AB

Sweden

Last updated 12 May 2020, by Impactyield.

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Sharevalue Sweden AB serves as a holding company for the MFI Altitud in Nuevo Leon, Mexico (population 4.6 million) which provides loans and other services, such as the use of credit, education, access to broader markets, for low-income people that have limited access to formal financial institutions in the state of Nuevo León.



Financial description

The fund is a holding company for investors in Sweden to invest in the startup MFI Altitud in Mexico (http://altitudsofom.com/). The company made an early stage investment and is looking now for assets to do an an angel stage investment for the company.

13 years

of track record

2011

the year funded

2,000,000 SEK

AUM

Interested in this fund?
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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

Sharevalue Sweden AB

Website

Headquarters location:

SDG goals

SDG targets

Equal rights to ownership basic services technology and economic resources

Increase access to financial services and markets

Key performance indicators

Fund overview

Asset manager: Sharevalue Sweden AB

Product track record: Fund has 13 years of track record

Target IRR: 12%

Committed Capital: 75,000 SEK (Swedish Krona)

Target return category: Below risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage:

Inception year: 2011

Vintage year: 2012

Target region: , , ,

Target close date: 01/01/2015

Product term: n.a.

Assets under management: 2,000,000 SEK (Swedish Krona)

Investment size: Min: 200,000; Max: 4,000,000; Avg: 300,000

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 1

Fund investments to date exited or repaid: 0

Management fee: n.a.

Carried interest: n.a.

Hurdle rate: n.a.

GIIN Investors' Council Investment: No

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Retail Investors

Contact

E-mail: n.a.

Website: http://www.sharevalue.se/investors/

Phone number: +46 7 00439986

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Impact Performance

n.a.

Impact thesis

The fund invests in the MFI Altitud (www.altitudsofom.com) , which is a young MFI located in Mexico. Altitud lends money to small businesses through microloans. The owners of these businesses are usually not subject to traditional credit from banks. Altitud is their option to finance their businesses, as well as to engage in courses and other developing activities that empower their businesses to grow. The vision is to become the leading MFI in the northeast of Mexico.

Impact Management

n.a.

Financial benchmark