ZK Umbrella Fund, FCP-RAIF – Orchard 2025 Fund
Climate
Financial Inclusion
Information for existing investors / illustrative purposes
- Climate change and financial inclusion and other social and environmental initiatives
- Customised fixed maturity bond fund with stable cash flow
- Proprietary impact management and measurement process externally verified
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 stable cash flows over a fixed maturity period prior to the fund’s maturity date, which is set for 25 March 2036 in USD, EUR and GBP. 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 | May 2025 |
| Asset class | Listed debt |
| Status | Closed |
| Domicile and legal structure | Luxembourg, FCP-RAIF, Fund of One |
| SFDR classification | Article 9 |
| External AIFM | Carne Global Fund Managers (Luxembourg) S.A. |
| Investment manager | BlueOrchard Finance Ltd |
| Depository | J.P. Morgan SE, Luxembourg Branch |
| Administrator | J.P. Morgan SE, Luxembourg Branch |
SDGs addressed
Core 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.
Fund SFDR Article 9 - disclosure
