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Premier Umbrella Fund – BlueOrchard Impact Bond Fund – Blue I

Climate
  • Social inclusion and climate action
  • Fixed maturity bond fund
  • Impact measured by an externally verified framework

Fund documents

Our investment goals and strategy

Inclusion and climate

We combine issuers committed to climate action and bonds with a social inclusion objective such as improving financial inclusion, access to essential services, and basic infrastructure.

Actively managed

The fund’s investment objective is to maintain a stable yield over a fixed maturity period of seven years. As well as being actively managed, it is benchmark agnostic, so our investment managers are free to pursue the most suitable outcomes.

Clear impact metrics

The fund invests into bonds from corporates, sovereigns and supranational institutions which meet our impact investment criteria of clear and measurable impact metrics, as well as targets that are aligned and contribute to sustainable environmental or social objectives.

Fund characteristics*

Fund inception November 2022
Asset class Listed debt
Status Closed
Target return** ICE BofA 5-7 year Global Corporate Index
NAV frequency Daily
Domicile and legal structure Luxembourg, FCP-RAIF, Fund of One
SFDR classification Article 9
External AIFM MUFG Lux Management Company S.A.
Investment manager BlueOrchard Finance Ltd
Depository Mitsubishi UFJ Investor Services & Banking (Luxembourg) S.A.
Administrator Mitsubishi UFJ Investor Services & Banking (Luxembourg) S.A.
*For the avoidance of doubt, the fund does not use a benchmark within the meaning of Regulation (EU) 2016/1011 of the European Parliament and of the Council of 8 June 2016 on indices used as benchmarks in financial instruments and financial contracts or to measure the performance of investment funds and amending Directives 2008/48/EC and 2014/17/EU and Regulation (EU) No 596/2014 and no reference benchmark within the meaning of f Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector has been designated.
**All investments involve risk. We note specifically that past performance is not an indication of future results.

SDGs addressed

Core SDGs

Aligned SDGs

Core SDGs: Core SDGs are those that address the impact intent and/or sustainability investment objective of a given fund.
Aligned SDGs: Aligned SDGs are those that the fund’s investees promote through responsible ESG management practices.

Impact reports and sustainability-related disclosures

Fund SFDR Article 9 - disclosure

Fund documents

Regulatory Technical Standard

Business Development
General inquiries
investor@blueorchard.com
Magnus Weikert
Senior Vice President Nordics
magnus.weikert@blueorchard.com
Business Development
EU inquiries
EU-businessdevelopment@blueorchard.com

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