Your capital is at risk and the value of your investment may go down as well as up, and you may not get back the amount originally invested. Income is variable and not guaranteed.

The Triodos Microfinance fund is quoted in sterling, however when you purchase or sell, your sterling is converted from sterling into euros or back from euros into sterling.  Your total return is subject to the euro-sterling exchange rate. Dividends are converted from euros to sterling. You may be exposed to currency fluctuations in the regions in which the fund invests.

Investments are not covered by the Dutch deposit guarantee scheme, however they may be covered by the Investor compensation scheme. For more information on these schemes please read the deposit guarantee scheme and investor compensation scheme page.

How to invest

Who is eligible to purchase the Microfinance fund?

Investing in the Triodos Microfinance Fund is only suitable for ‘sophisticated’ or ‘high net worth’ investors with £10,000 or more to invest. Investors must be aged 18 years or over and be UK residents.

If you choose to invest you will first need to complete a Statement for a Certified High Net Worth Individual or Self-certified Sophisticated Investor form. This form will establish the type of investor you are and confirm that you understand the risks associated with this investment.

Before making your final decision whether the Triodos Microfinance fund is right for you it is important that you read the Prospectus located under the Important Info tab.

If you are unsure if the Triodos Microfinance fund is the right investment for you please seek independent financial advice.

If you can't print out a statement call us on 0800 328 2181 and we'll send you one.

What happens next?

If you feel the Triodos Microfinance Fund is right for you please download, print off and complete the Self Declaration form and send it to us at the address on the form. Upon receipt we will send you an application form.

The Triodos Microfinance fund has a semi-open ended structure and is traded on a monthly basis at net asset value, allowing investors to buy and sell shares at the end of the month. Deals are placed at midday on the last working day of the month and settled cash must be received at the latest by midday the working day before. You will receive confirmation of the price received and shares purchased shortly after this date.

Please note that investment decisions must be made on the basis of the information provided in the Prospectus and not only on information provided in this summary.

This information is not financial advice. If you are unsure if the Microfinance fund is the right investment for you, please seek independent financial advice. If you don't have an independent financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk.

Get in touch

Triodos Microfinance Fund

Please contact us to register your interest in this fund and we will send you further information when available.

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