The SVA Diversified Impact Fund provides finance to organisations that make a meaningful social impact on the lives of people in Australia.
About our finance
The Fund provides flexible finance ranging from $0.5M to $1.5M.
We provide finance to both for-profit and non-profit organisations.
Our investment criteria:
- Ability to create meaningful social outcomes for people experiencing disadvantage in Australia
- Either at least $500,000 annualised revenue (for equity) or security available (for loans)
- Minimum investment ask of $500,000
Meaningful impact
The Fund focuses on areas fundamental to improving lives of people in Australia:
More than money
We provide organisations with a combination of capital and support.
Here’s a short video on how the Fund is working with Maths Pathway, an education services start-up.
Talk to us
Sustainable Development Goals
For investors
The Fund at a glance
Downside protection for investors
20% downside protection will be provided at no cost to investors by 11 Private Ancillary Funds (PAFs):
- Bellwether Foundation
- Bryan Foundation
- Hantomeli Foundation
- Maple-Brown Family Foundation
- Reef Shark Foundation
- Sky Foundation
- The Harris Charitable Foundation
- The Roberts Family
- The Robertson Foundation
- The Yarranabbe Foundation
- Wilson Foundation
Investor information
The Fund reached Final Close in June 2018 at Maximum Fund Size of $15 million. The Fund is no longer open to new applications.
The unit price as at 31 March 2022 was $0.6397 (unaudited).
The unit price as at 31 December 2021 was $0.6351 (unaudited).
The unit price as at 30 September 2021 was $0.6348 (unaudited).
The unit price as at 30 June 2021 was $0.6926 (audited).
The unit price as at 30 March 2021 was $0.6686 (unaudited).
The unit price as at 31 December 2020 was $0.6656 (unaudited).
The unit price as at 30 September 2020 was $0.6683 (unaudited).
The unit price as at 30 June 2020 was $0.6704 (audited).
The unit price as at 31 March 2020 is $0.6653 (unaudited).
The unit price as at 31 December 2019 is $0.3677 (unaudited).
The unit price as at 30 September 2019 was $0.3707 (unaudited).
The unit price as at 30 June 2019 was $0.3732 (audited).
Please refer to the following documents for more details about the Fund:
- Information Memorandum (PDF, 2MB)
- Fund overview (PDF, 290KB)
The Fund succeeds the SVA Social Impact Fund, which created 160 jobs, 22 dwellings, education programs and accessible health services for people experiencing disadvantage in Australia.
Investor updates
- December 2021 investor update
- June 2021 investor update
- March 2021 investor update
- July 2019 investor update
- March 2019 investor update
- October 2018 investor update
