Rotary investment fund

Under reconstruction

Introduction

With Rotary Mission in mind – Rotarians wish to do Good for Society and Mankind - The Rotary Investment Fund has been established.

The initiative has been started in Rotary’s Chapter in Lyngby, residing close to the capital of Denmark, Copenhagen.

With this location, we are surrounded by high quality educational institutions within business and natural sciences and a community characterized by a wide range of world class professional, business and scientific competencies. Hereby supporting various industries and services including pharmaceutical industry, financial services/asset management, bio processing and chemistry.

We believe that this background forms a strong basis for the Rotary Investment Fund to become a truly value adding and sustainable fund that can form an important and valuable activity within the Rotary Organization.

Rotary Investment Fund – the Basics

RIF is established as an activity within Kongens Lyngby Rotary, Denmark
As a Danish ‘Forening’ any capital gains recognized are tax free
…while any expenses are not tax-deductible
To the extent possible, the activities are based on voluntary work from the participants who will receive no financial compensation

Vision

RIF wants to be a global forum for insights, capabilities, and impact in donations.

mission

RIF is building a network of members and partners to inspire investments and mobilize funds, ensuring that returns are used for development projects and entrepreneurship - easy, fast and effective.

Investment activities

We intend is to establish an investment fund that can form the basis for significant donations to projects that Rotary wants to support. The goal is that the Fund’s size – and hence, the amounts donated - will be significant in size, and that RIF will represent a significant activity within Rotary.

Basic data

Amount: Initial capital - approx. DKK 200,000 (EUR 27,000)
Additional capital: Additional capital will be sought through donations from contributors

At present, the amount invested is very small, and the objective is therefore to bring the invested capital up to a level that reflects our ambitions.

In the longer term, one can imagine that capital gains can also be distributed - in whole or in part. However, at present it is considered that capital gains must remain in the fund and - possibly – be reinvested in connection with the ongoing allocation of the portfolio

Portfolio management

The management of the portfolio takes place in collaboration with the Advisory Board.