DEAL

SVA Diversified Impact Fund

SVA Diversified Impact Fund

Organisation

SVA is a leader of impact investing in Australia with approximately $70 million funds under management. The Fund is the successor of the SVA Social Impact Fund, which has achieved 7% IRR per annum and created more than 160 jobs for people living in disadvantage over its five year term. The Diversified Impact Fund (the Fund) is a social impact investment fund which offers investors an opportunity to generate financial returns, while making a meaningful impact on the lives of people in need in Australia.

Financial Return

The target IRR is 7% net of fees based on the following target composition:
  • 50% Debt, 7% target gross return
  • 35% Equity, 15% target gross return
  • 15% Social impact bonds, 7.5% target gross return

Social Return

The Fund will invest in projects that provide jobs, homes and opportunities for people living in disadvantage in Australia. The Fund will focus on impact areas where SVA has deep expertise, as follows: education, employment, housing, indigenous Australians, disability and health
Issuing organisation
  • Social Ventures Australia
Intermediary
  • Social Ventures Australia
Size
  • $10 million to $15 million
Minimum Investment
  • $50,000
Investment Type
  • Private debt, private equity and social impact bonds
Investor Type
  •  Sophisticated
Term
  • 10 years
Impact Focus
  • Education, Employment, Housing, Indigenous Australians, Disability, Health
Location
  • Australia-wide

Contact

Name
Alex Oppes
Title
Director
Website
http://www.socialventures.com.au/investment/impact-funds/
E-mail
aoppes@socialventures.com.au
Phone
0435 747 277
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