AlphaMundi facilitates direct co-investments by its fund investors in portfolio companies, to help them 1. increase their overall impact investing allocation, 2. customise their exposure and impact to preferred sectors and geographies, 3. invest through both private debt and venture capital instruments, and 4. maximise their risk-adjusted returns by earning a multiple of the fund’s IRR. Co-investments are managed by AlphaMundi at half the fund’s fees, for the duration of the co-investment
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IPAF Rating
The IPAF successively assesses two dimensions of the impact potential of financial products. First, it assesses the (maximum) impact potential of financial products based on impact mechanisms they supposedly apply (in relation to communicated elements in marketing documents). Those impact mechanisms are the ones widely documented by academic research: Grow new/undersupplied markets ; Provide flexible capital ; Engage actively ; Send (market and nonmarket) signals. Second, it evaluates the implementation of that impact potential based on the intensity with which financial products action the various impact mechanisms in connection to success factors documented by academic research. At the end of the scoring process, the IPAF delivers an Impact Potential Score.
The Impact Potential Score is then transformed into an Impact Potential Rating that goes from A (products with highest impact potential) to G (products with lowest impact potential).
D -
Country availability
Switzerland - ISIN
- - Product
Alphamundi Co-Investment portfolio -
Product category
Find the definitions we used for the product categories in the glossar.
Thematic Equity Crowdfunding - Thematic focus
Green Energy, Agriculture, Food Safety -
Type of investor
According to Section 1 of Annex II to Directive 2014/65/EU an investor is considered to be a qualified or professional client when he or she possesses the experience, knowledge and expertise to make his or her own investment decisions and properly assess the risks that it incurs.
According to the same directive, retail investors, are clients who do not fall within the scope of the definition of a qualified or professional client. In other words, a retail investor is considered to have less literacy and less money to invest.
Qualified Investor - Min investment amount
- - AuM
21.000.000 € -
Sustainable Development Goals
1. No poverty2. Zero hunger7. Affordable and clean energy15. Life on land
