The SVA Diversified Impact Fund (the Fund) is a social impact investment fund offering investors the opportunity to generate financial returns while making a meaningful social impact on the lives of people in Australia.

Diversified portfolio

The Fund will invest in impact organisation and housing projects using a range of asset classes:

Debt_equity_bonds

Downside protection

20% downside protection will be provided at no cost to investors by at least eight Private Ancillary Funds (PAFs):

  • Bellwether Foundation
  • Bryan Foundation
  • Hantomeli Foundation
  • Reef Shark Foundation
  • Sky Foundation
  • The Harris Charitable Foundation
  • The Robertson Foundation
  • Wilson Foundation

Meaningful impact

The Fund invests in focus areas fundamental to improving lives of people in Australia:

Focus areas

 

The Fund at a glance

Fund at a glance

How to invest

For information on how to invest, please refer to the following documents:

The Fund succeeds the $9 million SVA Social Impact Fund, which returned 7% per annum and created 160 jobs, 22 dwellings, education programs and accessible health services for people experiencing disadvantage in Australia.

 

A. Fund size will be capped to ensure that the downside protection equals 20% of total Capital Commitments.
B. The Investment Manager has the ability to make smaller or larger investments, capped at 20% of total Capital Commitments (with the exception of equity investments capped at 10% of total Capital Commitments), unless otherwise approved.

For organisations seeking capital

We provide loans and equity investments in organisations with the capacity to repay a loan or grow the value of their business and generate positive social outcomes. The businesses we work with have:

  • Experienced management teams
  • Clear social impact
  • A focus on Australia
  • Post-revenue with demonstrated readiness for expansion

More than money

We provide our investees with combination of capital and support to generate growth and impact.

Growth_Support_Capital

If you would like to find out more, please do not hesitate to contact Nathan Sowell at nsowell@socialventures.com.au.

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