The InvestEU Program will provide the EU with crucial long-term financing, attracting private investment in support of a sustainable recovery and helping to build a greener, more digital and more resilient European economy. Thanks to a guarantee from the EU budget, the InvestEU program will mobilize substantial public and private funds to sustain investments and create jobs, building on the successful implementation of the European Fund for Strategic Investments (EFSI). It will provide and attract long-term financing in line with EU policies, and will contribute to the recovery after a deep economic and social crisis.
Regulation 2021/523 of the European Parliament and of the Council of 24 March 2021 establishing the InvestEU Programme and amending Regulation 2015/1017 (OJ L 107/30, 26.3.2021)
Commission Delegated Regulation (EU) 2021/1702 of 12 July 2021 supplementing Regulation (EU) 2021/523 of the European Parliament and of the Council by setting out additional elements and detailed rules for the InvestEU Scoreboard (OJ L 339/04, 24.9.2021)
Opinion of the European Committee of the Regions on ‘The InvestEU Programme’ | DOUE C 86/17, 7.3.2019
On the implementation of the European Energy Programme for Recovery and the European Energy Efficiency Fund | COM(2021) 670, 21.11.2021
Semi-annual report on the execution of the NextGenerationEU funding operations 1 January 2022 - 30 June 2022 (COM(2022) 335 final, 8.7.2022)
The InvestEU Program will bring together in a single structure the multitude of EU financial instruments currently available and will extend the successful model of the Investment Plan for Europe, the 'Juncker Plan'. InvestEU will have a budgetary guarantee of €26.2 billion financed from NextGenerationEU resources and the Multiannual Financial Framework. The global investment to be mobilized on this basis is estimated at more than €372 billion across the EU, of which 30% will contribute to climate goals.
The InvestEU Program is made up of:
The Invest EU Fund. It is a fund that will bring together a range of financial instruments to support investment in the EU. The Fund will mobilize public and private investments using guarantees from the EU budget. It is estimated that investments worth €650,000 million will be generated.
The InvestEU Advisory Hub. Provision of technical assistance to investment projects seeking financing.
The InvestEU Portal. Easily accessible database that brings together investors and project promoters.
The InvestEU Fund will bring together a range of EU financial instruments and support four policy areas:
Sustainable infrastructure, €11,500 million. Financing of projects in renewable energy, digital connectivity, transport, circular economy, infrastructure for water management, waste and environmental protection, etc.
Research, innovation and digitization €11,250 million. Financing of projects in research and innovation, digitization of the industry, artificial intelligence, etc.
Small and Medium Enterprises (SMEs), €11,250 million. Access to financing for SMEs and mid-caps (MIDCaps)
Social investment and skills, €4,000 million. Financing of projects in education, training in social housing, schools, universities, hospitals, healthcare, long-term care and accessibility, social entrepreneurship, integration of migrants, refugees and vulnerable people, etc.
Strategic investments focused on creating stronger European value chains, as well as supporting activities in critical infrastructure and technologies, will be possible in all four axes. This will meet the future needs of the European economy and foster the EU's open strategic autonomy in key sectors.
InvestEU will help the EU achieve the twin goals of green transition and digital transformation. It will also support the European Green Deal and help the EU to meet the goal of climate neutrality by 2050. In addition, it will facilitate a specific just transition regime to generate additional investments for the benefit of the regions most affected by the socio-economic consequences of the transition. ecological.
The InvestEU Regulation also makes it possible to offer financial support to SMEs, which since 2019 have been experiencing serious difficulties due to the crisis caused by the COVID-19 pandemic. To qualify for the aid, SMEs will have to have a viable business model and contribute to the long-term political objectives of the EU. Member States will also have the option to use InvestEU as a tool to implement their recovery and resilience plans under the Recovery and Resilience Facility (RRF).
The InvestEU Fund will mobilize public and private investment through an EU budget guarantee of €38bn. The main partner will be the EIB Group and the European Bank for Reconstruction and Development (EBRD), the World Bank, the Bank of the Council of Europe and the national banks will also participate.
How does a company apply for InvestEU funding?
Project promoters will apply directly to the EIB, to their national or regional promotion banks, or to the national offices of other financial partners such as the EBRD, the World Bank or the Council of Europe Bank. At this stage, the financial partners will submit a proposal to the Commission to request the EU guarantee.
SMEs should continue to turn to their local public or commercial banks whose financial products are covered by the EU guarantee in their country or region. The local intermediary will inform them if a particular financing fund is covered by the InvestEU Fund.
InvestEU will incorporate the financial instruments of equity and guarantees of the COSME Program, among others.
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