Fund databasePrivate Credit

BlueOrchard Microfinance Fund

BlueOrchard Finance Ltd · LU0973079543

Part II SICAV Private Credit Luxembourg Article 9 Mezzanine / Subordinated

NAV · 31 Jul 202617,430.52 USD
Fund currencyUSD
Income treatmentaccumulatingclass tracked, verified
Performance since Aug 2021 p.a.+5.3%Class I USD
Ongoing costs1.40% p.a.
Min. investmentCHF 5mClass I USD
Redemptionmonthly
Risk (SRI)

01Performance

Unit price (NAV) in USD · share class I USD · 60 data points

17,430.52 USDNAV as at 31 Jul 2026
13,72014,89216,06417,235Aug 2021Nov 2022Feb 2024Apr 2025Jul 2026
Source: Provider documents and the fund company's monthly returns 59 of 60 values derived (back-calculated from monthly returns)
YTD+3.1%
1 year+5.6%
3 years p.a.+6.3%
since Aug 2021 p.a.+5.3%

Calendar-year returns

Calendar years, calculated from the NAV series

+2.8%2022+6.4%2023+6.6%2024+6.3%2025+3.1%2026 YTD

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Performance 12M · as at 30 Jun 20265.70%
Since launch p.a. · as at 30 Jun 20264.45%

Target return per the provider: Not documented - qualitatively: 'a stable return over the medium to long term'; no benchmark set (6M USD LIBOR/SOFR for illustration only)

Source: Factsheet 30 Jun 2026

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year1998
Fund sizeUSD 3.30bnas at 30 Jun 2026
CurrencyUSD
Income treatmentboth
SFDRArticle 9
Recommended holding
Liquidity buffer3.00%
Leverage limit25.00%

Risk indicator not documented from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Actual portfolio% of fund assetsas at 31 Jul 2026

Consumer & retail36.9%
Agriculture & forestry14.2%
Industrials & manufacturing12.6%
Business services10.5%
Real estate7.5%
Transport & logistics2.9%
Other15.4%
Show individual values
Wholesale & distribution18.6%
Consumer staples17.6%
Agribusiness value chain14.2%
B2B services10.5%
Industrials & manufacturing7.7%
Residential7.5%
Construction & building materials4.9%
Transport & logistics2.9%
Leisure, hospitality & travel0.7%
Other15.4%
Source: BlueOrchard Finance — 'BlueOrchard Microfinance Fund Class I Shares — Investor Update as of 31 July 2026', S. 3 · Document

Geographic breakdown

Actual portfolio% of fund assetsas at 31 Jul 2026

Asia-Pacific58.8%
Latin America21.4%
Europe10.5%
Middle East & Africa5.4%
Global, not broken down3.8%
Show individual values
Caucasus17.9%
Central Asia15.2%
South Asia12.9%
East Asia & Pacific12.8%
Central America & Caribbean12.5%
Central & Eastern Europe9.3%
South America8.9%
Sub-Saharan Africa4.6%
Global, not broken down3.8%
Europe, other1.2%
Middle East & North Africa0.8%
Source: BlueOrchard Finance — 'BlueOrchard Microfinance Fund Class I Shares — Investor Update as of 31 July 2026', S. 3 · Document

Strategy

Mezzanine / Subordinated

Senior and subordinated, privately originated loans, notes and similar instruments; lending also via SPVs; smaller liquidity sleeve of T-bills, government bonds and money market instruments

Portfolio composition

Weighted average maturity 2.17 years; weighted average interest-rate duration 0.33 years; cash 3 %; the remainder is the microfinance loan portfolio (charts on region/sector/maturity in the PDF cannot be extracted as text)
Source: Factsheet 30 Jun 2026, FUND FACTS

Top holdings

Top 5 (in % of total assets): KMF BANK (Kazakhstan) 3.07 %; PROCREDIT HOLDING (global) 2.92 %; KHAN BANK (Mongolia) 2.76 %; JSC CREDO BANK (Georgia) 2.67 %; HAMKORBANK (Uzbekistan) 2.47 %
Source: Factsheet 30 Jun 2026, TOP 5 HOLDINGS

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management fee1.20%
Total ongoing costs1.40%
Entry charge max.0.00%
Redemption fee0.00%
Performance fee0.00%
Hurdle ratenot documented
High-water marknot documented

In context: ongoing costs

This fund
1.40%
Median Private Credit
2.19%

Median across 23 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Not applicable - no performance fee disclosed in the factsheet
Source: Factsheet 30 Jun 2026, FEES AND COSTS

Costs per the key information document

Ongoing costs of up to 1.40 % (this refers to the Class I USD share class); TER 1.34 % (as at 30 Jun 2025)
Source: Factsheet 30 Jun 2026, sections FEES AND COSTS and FUND FACTS

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionmonthly
Minimum investmentCHF 5m
Entry chargeup to 0.00%
Rec. holding periodnot documented

Subscription per the document

Subscriptions monthly, 1 day's notice

Source: Factsheet 30 Jun 2026, FUND FACTS

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed monthly; notice must be given 90 days before the date.

1 · Lock-upnone
2 · Notice period90 days before the date
3 · Redemption datemonthly
4 · Gatenot published
5 · Payoutnot documented

Redemption per the document

Redemptions monthly, 90 days' notice

Source: Factsheet 30 Jun 2026, FUND FACTS

Gate per the document

No redemption threshold disclosed in the factsheet.

Source: Factsheet 30 Jun 2026

Notice period

Redemption: 90 days' notice; subscription: 1 day's notice

Source: Factsheet 30 Jun 2026, FUND FACTS

Lock-up

No lock-up disclosed; redemption fee 0.00 %

Source: Factsheet 30 Jun 2026, FEES AND COSTS

06Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

BlueOrchard Asset Management (Luxembourg) S.A., 5 rue Höhenhof, L-1736 Senningerberg (investment manager: BlueOrchard Finance Ltd)

Source: Factsheet 30 Jun 2026, FUND FACTS

Depositary

Depositary & transfer agent: Banque de Luxembourg & UI efa S.A., Luxembourg

Source: Factsheet 30 Jun 2026, FUND FACTS

Launch date

Fund launched 18 September 1998; launch date of class I (USD/EUR/CHF) Oct 2013, JPY class Oct 2023

Source: Factsheet 30 Jun 2026, section FUND FACTS

Eligible investors

Class I institutional; the document is 'marketing material for professional clients and qualified investors only'

Source: Factsheet 30 Jun 2026, header/footer

Distribution authorisation

UK, Spain, Switzerland, EEA

Fee layers / double charging

Fund level only (direct loans to microfinance and financial institutions in emerging markets); no master/feeder or target-fund level, no double charging. External AIFM: BlueOrchard Asset Management (Luxembourg) S.A.; investment manager: BlueOrchard Finance Ltd - the AIFM fee is included in the ongoing costs

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

Similar funds

Same asset class, sorted by overlap of sub-strategy — no recommendation, no ranking.

Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.