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The first private and fully commercial microfinance investment fund worldwide

Remo Oswald

Why invest

  • Solid 15 year track-record
  • 4.35 % annualized return since inception
  • Purest microfinance debt (no equity or FX risk)
  • Low correlation to other asset classes
  • Highly optimized risk/return profile
  • State of the art investment process combining rigorous on site due-diligence, proprietary research and tools with strong risk management
  • Double bottom line investments: financial return and social impact

Financial profile

  • Correlation to MSCI World -0.06
  • 1.43 Sharpe ratio since inception
  • Target return: USD 6M LIBOR+ 300 – 400 basis points p.a.
  • Strong geographical diversification, low volatility

Investment Strategy

The BlueOrchard Microfinance Fund (BOMF) was founded in 1998 as the first private and fully commercial microfinance investment fund in the world. Since its inception, it has been managed strategically as a pure fixed-income fund, investing in microfinance institutions in emerging and frontier markets, with systematic currency hedging. This allows investors to obtain stable and attractive financial returns while fostering financial inclusion. It is open to institutional and private investors in USD/EUR/CHF. 


Welcome to BlueOrchard’s investment solutions. We are delighted that you are interested in our products. We would like to draw your attention to the following legal notice, to which you consent expressly by clicking on “Proceed” below. We thank you very much for your attention.


i) Purpose.

The sole purpose of the BlueOrchard website is to provide general information for personal use and information only. The information contained does not constitute a solicitation, recommendation, offer or invitation to subscribe or redeem fund units, to execute any transactions or to conclude any legally binding agreements.

ii) Distribution/Marketing.

BlueOrchard’s investment solutions are exclusively intended for natural or legal persons domiciled in countries in which the products managed or advised by BlueOrchard are properly licensed and/or authorized in accordance with applicable regulation for distribution, marketing or sale. Especially the information provided on the following webpages is not meant for distribution to or use by natural or legal persons residing in countries where its distribution or use

contravenes local laws or regulations. Users residing in these countries are prohibited to access the following area of the website.

ii bis) Switzerland.

If you are a retail investor, please contact your financial advisor, who will inform you about BlueOrchard’s investment solutions. For Switzerland, BlueOrchard’s investment solutions are only intended for qualified investors as defined by the terms of the Swiss regulation on collective investment schemes, notably the Swiss Federal Act on Collective Investment Schemes (CISA; RS 951.31) and the Collective Investment Schemes Ordinance (CISO; RS 951.311). Further, some of BlueOrchard’s investment solutions do not have a representative and paying agent in Switzerland and therefore are not for distribution in Switzerland.

ii ter) USA and UK.

BlueOrchard’s investment funds are not licensed in the United States of America under the 1993 Securities Act or the 1949 Investment Company Act. Units of BlueOrchard’s investment funds may not be offered, sold or delivered within the United States of America. Further, none of the investment funds are registered in the United Kingdom and therefore they may not be publicly offered or sold in the United Kingdom.

iii) Investment risks.

Investors must be aware that all investments carry a certain degree of risk and that such risks can result in the total loss of the capital invested. Some investments may not be readily realizable as the market may be illiquid and therefore valuing the investment and identifying the risk to which investors are exposed may be difficult. Past good performance in value or profit are not a guarantee, nor an indication of future gains. Fund unit prices and the corresponding returns fluctuate over time, resulting in a price upon redemption that may either be above or below the initial subscription price. Furthermore, the currency of an investment fund or a share class of an investment fund may be different than the investor’s home country and currency fluctuations may increase or decrease the return. Investors should carefully read the information contained in each fund’s documentation on investment policies and investment risks in order to be able to properly assess the specific associated risks.

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