Schroder ISF BlueOrchard Emerging Markets Impact Bond (IBF)
Financial Inclusion
- Making impact investing accessible to all
- Targeted, actively managed social impact bonds
- Measured by an externally-verified framework
Our investment goals and strategy
Scalable and liquid
Our emerging markets UCITS impact bond fund gives you access to a liquid investing strategy that can be scaled as your goals develop. In addition, as a member of the Schroders Group, we benefit from being able to access the Schroder International Selection Fund (Schroder ISF).
Contribute to SDGs
Our fund mainly buys bonds or fixed-income securities issued by frontier and emerging market financial institutions. We focus on those with proven social and environmental impact, in line with the Sustainable Development Goals (SDGs).
Extensive network
Our network gives you access to a wide range of impact bonds, major development banks, and microfinance institutions for an investment experience that best meets your objectives.
Fund characteristics
| Fund inception* | 14 December 2022 |
| Asset class | Fixed Income |
| Status | Fundraising |
| Target return** | ICE BofA US 3-Month Treasury Bill + 2.5% |
| Liquidity | Daily for subscriptions and redemptions |
| Domicile and legal structure | Luxembourg, SICAV, UCITS |
| SFDR classification | Article 9 |
| External AIFM | Schroder Investment Management (Europe) S.A. |
| Investment manager | BlueOrchard Finance Ltd |
| Custodian bank | J.P. Morgan Bank Luxembourg S.A. |
**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 indicators
Please visit the Schroders website for fund-related documents
Annual Impact Report 2023
Annual Impact Report 2022
Emerging markets fixed income outlook 2024
BlueOrchard BriefThis article was published on 23 January 2024.
As we step into 2024, the Emerging Market (EM) Fixed Income sector finds itself amidst a unique and challenging environment. While 2022 was characterised by concerns over inflation, and 2023 focused on timing the Federal Reserve’s pivot, the year ahead will be centered around assessing the type of economic landing that lies before us.
Any company references are for illustrative purposes only and are not a recommendation to buy and/or sell, or an opinion as to the value of that company’s assets. The article is not intended to provide, and should not be relied on, for investment advice or research. These referenced assets are example constituents only and may or may not form part of a fund.
New kids on the block – From Green to Blue and Orange bonds
BlueOrchard BriefThis article was published on 28 March 2024.
The growth of labelled bonds, including green bonds, sustainable bonds, and social bonds, has significantly contributed to the advancement of impact investing in listed markets over the past five years. Both in terms of nominal issuances and the percentage of total debt issuances, these bonds have played a crucial role. Looking at emerging markets (EM), in 2023, the growth of the labelled bond market in EM continued to outpace the overall growth of the EM bond market, which has been a consistent trend in recent years. As a result, the share of EM labelled bonds as a percentage of the overall EM bond issuance reached 30% in 2023, compared to only 7% in 2019 and 2020. This growth has expanded the investment universe for impact-oriented investors and provided more impact data for analysis and reporting, making it increasingly viable to develop robust and credible impact investing strategies in listed debt markets.
Any company references are for illustrative purposes only and are not a recommendation to buy and/or sell, or an opinion as to the value of that company’s assets. The article is not intended to provide, and should not be relied on, for investment advice or research. These referenced assets are example constituents only and may or may not form part of a fund.