EFG AM and BlueOrchard introduce global impact fund together. Source: Shutterstock

BlueOrchard, a specialised impact investment manager and EFG Asset Management have launched the New Capital – BlueOrchard Global Impact Credit Fund.

BlueOrchard, a Schroders Group company, is an expert in impact investing, that aims on investing in companies with the goal of generating financial returns while also having a measurable beneficial social and/or environmental impact.

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With the introduction of the New Capital Climate Transition Equity Fund in 2023, this is EFG’s second product that is centered on sustainable investing or making sustainable investments.

The New Capital-BlueOrchard Global Impact Credit Fund, an Article 9 fund under the SFDR, is a global corporate bond fund that mainly invests in bonds that are labelled as sustainable, social, or green. The fund’s use of the revenues is transparent and well-defined for investors.

From 2016 to the end of 2023, the issuance of labelled bonds surged by 37%* (CAGR), as issuers sought funds to fund environmental and social projects.

Additionally, the new fund, created by EFG Asset Management along with BlueOrchard, is a Luxembourg registered SICAV that will provide daily liquidity through numerous retail and institutional share classes denominated in EUR, CHF, USD, and GBP.

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Moz Afzal, global chief investment officer at EFG and CEO, EFGAM stated: “We are very pleased to launch this new impact fund together with BlueOrchard, a pioneer in impact investing, as we look to expand our product offering to meet the growing investor demand for investment opportunities with a clear environmental and social focus.”

Philipp Mueller, CEO at BlueOrchard added: “We are excited to collaborate with EFG Asset Management on the New Capital – BlueOrchard Global Impact Credit Fund, which aims to provide consistent financial returns alongside positive and measurable impact for the climate and society. The Fund focuses on helping investors align their portfolios with their values while driving substantial progress in environmental and social areas.”