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.
The Fund will invest in impact organisation and housing projects using a range of asset classes:
20% downside protection will be provided at no cost to investors by at least nine Private Ancillary Funds (PAFs):
- Bellwether Foundation
- Bryan Foundation
- Hantomeli Foundation
- Reef Shark Foundation
- Sky Foundation
- The Harris Charitable Foundation
- The Robertson Foundation
- The Yarranabbe Foundation
- Wilson Foundation
The Fund invests in focus areas fundamental to improving lives of people in Australia:
The 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.