Model Graphic

ForInstitutions

  • Mission-driven institutional investors can earn a targeted 3.0% - 4.0% annual distribution with potential upside
  • Investing in refinancing high-cost student debt held by creditworthy university graduates
  • Increasing investor return through ‘Booster Strategy’ by investing in the Enhanced Income and Dividend Portfolio (EDIP) sub-managed by Capital Wealth Planning
  • Generating potential tuition scholarships for students with financial need

ForIndividuals

  • Multi-asset investment vehicle designed to generate a targeted 3.0% - 4.0% return with potential upside

  • Impacting the lives of creditworthy young professionals by refinancing their expensive student debt
  • Diversifying your investment and boosting returns by investing in the Enhanced Income and Dividend Portfolio (EDIP) sub-managed by Capital Wealth Planning
  • Creating a positive chain reaction by breaking the cycle of poverty by generating scholarships for low-income students
Investing-in-Young-Professionals-280

FAQ

Investing in Impact Capital Funds

1 How do I open an investment account with Impact Capital Funds (ICF)?
2 What is the minimum investment for ICF's Student Loan Impact Fund?
3 Does Impact Capital Funds accept investments from foreign investors or US Citizens living abroad?
4 Am I able to invest in ICF’s Fund with a Roth or Traditional IRA?

Investor Accreditation

1 Who qualifies as an individual Accredited Investor?
2 What third-party agents are appropriate to confirm my accreditation?

Fund Investment Structure

1 How does the Student Loan Impact Fund (SLI Fund) invest?
2 What is the annual distribution target rate?
3 How often are distributions paid out?
4 How often will I be able to check the value of my investment?

Fees

1 What is the fee to invest in Impact Capital Funds' Student Loan Impact Fund?

Impact Investing Element

1 What positive impact will my investments have?

Risk Management

1 Is Impact Capital Funds ever audited?