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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
Nathan Sowell

Nathan Sowell

Manager, Impact Investing

Nathan is focused on SVA’s Impact Fund and developing new funds. Prior to SVA,...

Contact Nathan

Our portfolio

View portfolio

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 2019 is $0.3732 (audited).

The unit price as at 30 September 2019 is $0.3707 (unaudited).

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

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