Swiss boutique set to launch pair of impact investing funds

Zurich-headquartered impact investing asset manager BlueOrchard has announced it will expand its offering this Autumn with the launch of the Impact Bond Fund and of the Caucasus Real Estate Fund.

The Impact Bond Fund will invest in a selection of frontier and emerging markets bonds issued by corporations, including quasi sovereigns, with significant impact activities, in particular in relationship with social development in these areas.

Due to be launched next September, the Caucasus Real Estate Fund aims to provides energy-efficient and climate neutral property investments in the Caucasus region.

The manager stresses that a number of trends such as strong macroeconomic fundamentals, favorable demographics and urbanisation has led to increase the need for affordable, and energy efficient real estate.

BlueOrchard also said it took over the responsibility for the Liechtenstein originated EMF Microfinance Fund, an open-end investment fund investing in microfinance institutions in emerging markets, that seeks to help creating the conditions of prosperity for low-income households.

18 million micro-entrepreneurs helped

In order to enlarge its expertise, the Swiss impact investing boutique has recently acquired a minority stake in Zurich-based Carnot Capital, that focuses on investments in companies with energy and resource efficient technologies and products.

Another move has been the acquisition of the Ternes Real Estate Fund, focused on collective real estate investments in Georgia, that bolsters the firm’s sustainable infrastructure investment capabilities.

“Our continuous development in the past half-year is very promising. We will open up to new market opportunities and increase our impact further. I’m very confident that together with our outstanding management team and staff we will succeed in providing many more opportunities to the ones in need,” said Patrick Scheurle, CEO of BlueOrchard.

BlueOrchard’s flagship fund, the BlueOrchard Microfinance Fund (BOMF), has reached the €1bn AuM threshold for the first time since inception in 1998.

The manager reported the fund has delivered an annual return of 4.30% since inception to 25 July 2017. BlueOrchard assessed some 18 million micro-entrepreneurs across 50 countries have been reached by microfinance institutions funded by the fund.

Over $4bn across 70 emerging and frontier market have been invested to date, said the manager founded in 2001 on a private initiative of the United Nations.

Adrien Paredes-Vanheule
Adrien Paredes-Vanheule is deputy editor and French-Speaking Europe Correspondent for InvestmentEurope, covering France, Belgium, Geneva and Monaco. Prior to joining InvestmentEurope, he spent almost five years writing for various publications in Monaco, primarily as a criminal and financial court reporter. Before that, he worked for newspapers and radio stations in France, in particular in Lyon.

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