Social Impact Investments

Our aim is to increase our social impact by expanding our social impact portfolio to 20%. We now have 36 active investments worth $19.2M (10.4% of our portfolio), up from the previous year of 30 investments worth $14.8M.

Within the targeted 20% of impact investments, up to a quarter is allocated to catalytic impact investments.
These tend to be higher-risk, higher-return investments focused on early-stage ventures with long-term growth potential. Our focus is on benefiting those in need, female-led businesses and promoting diversity, gender equity, and Indigenous economic participation.
Additionally, within our investment portfolio, we have chosen fund managers such as Third Link, Future
Generation Investment Company (FGX) and Future Generation Global Fund (FGG) for their philanthropic
and charitable nature. Our earned investment income of $241,358 was distributed to: St John’s Care, Beryl
Women Incorporated, The Farm Galong, Karinya House for Mothers and Babies Inc, Right to Work, Roundabout Canberra, Doris Women’s Refuge, Domestic Violence Crisis Services, Australian Women Donor Network, Global Sisters Limited, Good360 Australia, Sober in the Country, The Violet Initiative, Social Impact Hub Foundation – Deadly Runners, Bus Stop Films, The Reconnect Project – Laptops for Learning (Parramatta), Plate it Forward, With You We Can, Turbans 4 Australia, Sydney Community Foundation– Karen Iles Sexual Assault Victims Justice Fund, Top Blokes Foundation, The Social Outfit Incorporated, Orana NSW Inc, Waminda: South Coast Women’s Health & Wellbeing.

For Purpose Investment Partners Impact Fund $500k – disability accommodation, affordable housing, mental health, skills education and training.

Enabler $250k – workforce training for disability and aged care support workers.

Kindship $250k – social networking app for parents raising children with delays, neurodivergence and disabilities.

Verve $200k – Australia’s first ethical super fund for women, by women.

MoreGoodDays 200k – evidence-based online program for fibromyalgia pain management.

Seer Data $150k – community-centred data platform that enables users to find, integrate, and share data.

AbilityMade II $200k – creates custom-made 3D printed ankle-foot orthoses for children.

Australian Unity Disability Housing $2.2M – disability accommodation.

Melior $3.2M – invests in companies with core businesses creating net positive impact in line with UN Sustainable Development Goals.

Synergis Fund $500k – data platform designed for the community sector.

Seer Data Analytics 200k – evidence-based online program for fibromyalgia pain management.

Xceptional BOLD $100k – employment opportunities for people with Autism Spectrum Disorder

AbilityMade $550k – custom made 3D printed ankle-foot orthoses for children.

Patamar II $514k partially drawn – international fund: low-income communities, companies in agriculture, e-commerce, health care and financial.

CSIRO $660k partially drawn – invests in technology and science ventures with potential to disrupt.

CSL Limited $279k – global biotechnology company – products to treat/prevent human medical conditions.

ResMed Inc $220k – medical equipment company specialising in treatment of sleep-related breathing disorders.

Cochlear $263k – designs, manufactures and supplies the Nucleus cochlear implant, the Hybrid electro-acoustic implant and the Baha bone conduction implant.

Murray Darling Basin Balanced Water Fund $1.2M – environmental watering in wetlands of spiritual and cultural significance to First Nations People.

SEFA Loan Fund $300k – affordable housing, Indigenous training/employment, refugee services.

Project Independence $250k undrawn – disability housing model for home ownership.

Social Ventures Australia Fund $464k partially drawn – invests in impact: housing projects, education, employment, housing, First Nations, disability, health.

Giant Leap Fund $250k partially drawn – invests in companies whose mission is to create a sustainable society.

Compass SIB $300k – housing and support to young people exiting out-of-home care.

The Conscious Investment Management Impact Fund $500k – renewable energy, specialist disability accommodation, seniors housing, affordable housing.

Jigsaw $250k – disability training and employment.

The Impact Fund $500k – specialist disability accommodation, affordable housing, renewable energy.

Palisade Impact Fund $288k – next-generation infrastructure solutions that contribute to the goals of NetZero carbon emissions, zero waste and zero inequality.

Giant Leap Fund II $500k – empowers people, health, well-being and sustainable living.