BlueOrchard Financial Inclusion Fund

Investing across financial sectors and business models to drive growth and inclusion

Investment objective

The BlueOrchard Financial Inclusion Fund (BOFIF) focuses on private equity investments that contribute to financial inclusion in emerging and frontier markets. It aims to provide access to an investment universe marked by fast and profitable growth, which is traditionally difficult to access through public markets.

Why invest

  • Differentiated strategy with focus on financial inclusion and mid-sized opportunities in emerging markets globally
  • Unparalleled platform with global network, local presence, deep expertise, unique access and track record in financial inclusion
  • Sector focus and expertise allowing for effective sourcing, selection, value creation and preferred access to opportunities
  • Best-practice impact framework and reporting

Investment strategy

The Fund pursues a relative value investment approach and targets a long-term portfolio allocation. It invests in the ecosystem for financial inclusion, i.e. across sectors of financial inclusion and along the respective value chains. The three target sectors include access to finance, (micro-)insurance, and technology. The segments served by these sectors tend to be fast-growing, not well served by (and hence not investible through) listed firms and inherently diversified. The Fund has a global remit and is eligible to invest in all ODA (official development assistance) recipient countries as defined by the OECD Development Assistance Committee.

Please find the SFDR Article 9 for the fund here.

Environmental and social impact

The Fund is aiming to provide unserved and underserved businesses and individuals with access to affordable and relevant financial services. Overall, the Fund is targeting to extend and enhance financial services to 30m low-income individuals and MSMEs – 1m for each USD 10m invested, directly and indirectly enhancing economic empowerment and resilience. In addition, the Fund will engage with the portfolio companies to achieve measurable contributions to the United Nations Sustainable Development Goals (“SDGs”). To this end KPI-based targets will be defined for each investment prior to disbursement, with progress against these targets being reported throughout the Fund’s life.


UN Sustainable Development Goals (SDGs)
addressed by the Fund

Core SDGs

 

 

Aligned SDGs

Fund Facts

  • Fund Name

    BlueOrchard Financial Inclusion Fund SCA SICAV-RAIF

  • Fund Structure

    SCA -RAIF; Luxembourg limited partnership

  • Fund Domicile

    Luxembourg

  • Management Company

    BlueOrchard Asset Management (Luxembourg) S.A, Luxembourg

  • Investment Manager

    BlueOrchard Finance Ltd, Switzerland

  • Custodian Bank

    Banque de Luxembourg, Luxembourg

  • Administration/Transfer Agent

    European Fund Administration S.A.

  • Inception Date

    04/03/2022

  • Reference Currency

    USD

  • UCITS Compliant

    No

  • Hedged

    No

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