Murray Darling Basin Balanced Water Fund

Murray Darling Basin Balanced Water Fund

Organisation

The Murray-Darling Basin Balanced Water Fund aims to provide water security for Australian farming families, restore threatened wetlands and realise a financial return for investors.

Financial Return

Financial returns are generated through the annual lease of water entitlements, the trade of water allocations and through long-term capital appreciation of the Fund’s portfolio of water entitlements. Net returns targeted at 7-9% base case and over 10% per annum for upside scenarios. Returns are also uncorrelated to other financial asset returns, providing an effective alternative investment.

Social Return

Achieve environmental benefits through restoration of critical wetland ecosystems and support of irrigation communities. The Fund aims to strengthen cultural relationships through Cultural Watering with Indigenous people.
Issuing organisation
  • Kilter Investments Pty Ltd
Sponsor
  • The Nature Conservancy
Intermediary
  • EY
Size
  • $22 million (Equity) $5 million (Debt); Target (Equity $80 million Debt $20 million)
Minimum Investment
  • $100,000
Investment Type
  • Equity (has closed debt funding)
Investor Type
  •  Sophisticated Only
Term
  • Open-ended
Impact Focus
  • Environment; Rural
Location
  • Southern Murray-Darling Basin

Contact

Name
Christopher Thorn
Title
Partner of Impact Investment, Social Finance, Philanthropy, Climate & Sustainability Services
Website
http://www.kilterrural.com/news-resources/MDBBWF_second_capital_raise
E-mail
Christopher.Thorne@au.ey.com
Phone
+61 3 9288 8888
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Disclaimer

  1. You may only continue if you read and acknowledge the terms and conditions outlined below:
  2. The terms and conditions of use of the website are available on the website and you agree to be bound by the terms and conditions.
  3. The offeror and securities will be identified and accessible on the next page.
  4. A disclosure document for the offer will be made available when the securities are offered by the applicable issuer.
  5. Anyone who wants to acquire the securities will need to complete the application form that will be in or will accompany the disclosure document by the applicable issuer.
  6. Information on how to receive a copy of the disclosure document will be accessible on the next page.
  7. The Social Impact Hub does not possess an Australian financial services license (AFSL) or Australian market license (AML).
  8. The Social Impact Hub does not give investment advice, financial product advice, recommendations or statements of opinion with respect to any financial products.
  9. Investment in securities carries high risks. Anyone who is considering acquiring any securities identified on this website is strongly advised to take appropriate professional advice, including advice about whether the proposed investment is suitable for that person’s circumstances.
  10. Nothing on the website constitutes an issue or offer of financial products. Please contact the applicable issuer to receive the offer. All information about the financial products listed on the website is the responsibility of the applicable issuer.
  11. The Social Impact Hub is neither operating a managed investment scheme nor involved in pooling funds for any other purpose.
  12. The Social Impact Hub is not involved in applying for, acquiring, issuing, underwriting, varying or disposing of any financial product.
  13. The Social Impact Hub is not operating a financial market or a facility where offers to acquire or dispose of financial products are or can be made or accepted; nor a facility where offers or invitations are or can be made to acquire or dispose of financial products that are intended to result or may reasonably be expected to result.
  14. If you decide to apply for a financial product, you will deal directly with the relevant issuing organisation.