Close Menu Subscribe
Close Search

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.

Loans Equity SIBs

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:

Focus areas

More than money

We provide organisations with a combination of capital and support.

Growth_Support_Capital

Here’s a short video on how the Fund is working with Maths Pathway, an education services start-up.

Talk to us

Alex Oppes

Alex Oppes

Director, Impact Investing

Alex joined SVA's Impact Investing team in 2013 and is responsible for investing SVA’s...

Contact Alex

Sustainable Development Goals

3 - Good Health and Well-Being
4 - Quality Educations
8 - Decent Work and Econmonic Growth
10 - Reduced Inequalities
11 - Sustainable Cities

For investors

The Fund at a glance

Fund at a glance
Notes: A. Fund size was 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.

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 30 June 2020 is 0.6615 (unaudited).

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:

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