Schroder ISF BlueOrchard Emerging Markets Climate Bond (CBF)
Climate
- Climate action investing with a targeted bonds strategy
- Actively managed investment process
- Proprietary impact framework
Our investment goals and strategy
Liquid climate bonds
This fund gives you access to a scalable UCITS climate bond strategy with daily liquidity. As well as being actively managed, it is benchmark agnostic, so our investment managers are free to pursue the most suitable outcomes for you.
A robust platform
As a member of the Schroders Group, we benefit from being able to access the Schroder International Selection Fund (Schroder ISF).
Green objectives
Looking to tackle climate change and support markets that are vulnerable to its effects? We do this by combining climate action issuers and bonds (such as green and sustainability-linked bonds) with an emerging markets focus.
Fund characteristics
| Fund inception | June 2021 |
| Asset class | Listed debt |
| Status | Fundraising |
| Target return* | ICE BofA 3 Month US Treasury Bill Index + 2.5% gross of fees over a 3-5-year period |
| Liquidity | Daily for subscriptions and redemptions |
| Domicile and legal structure | Luxembourg, SICAV, UCITS |
| SFDR classification | Article 9 |
| External AIFM | Schroder Investment Manager (Europe) S.A. |
| Investment manager | BlueOrchard Finance Ltd |
| Custodian bank | J.P. Morgan Bank Luxembourg S.A. |
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
Contact
Operating Principles for Impact Management
Disclosure statementLaunched in April 2019, the Operating Principles for Impact Management (Impact Principles) represent a new standard for impact investing, developed in collaboration with industry leaders and other stakeholders. BlueOrchard was among the first signatories when the Impact Principles launched and was part of the consortium of global public and private organisations involved in their development. Today, we are part of the Impact Principles’ Advisory Board.
As a signatory, BlueOrchard publicly discloses, on an annual basis, the alignment of our impact management systems with the Impact Principles and, at regular intervals, arranges for independent verification of this alignment.