Case studies

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Australian Chamber Orchestra Instrument Fund

The Australian Chamber Orchestra Instrument Fund is a world first. It was created in 2011 to purchase high-quality stringed instruments which are lent to the Australian Chamber Orchestra (ACO) for use by its players. The Fund is a unit trust, with some units owned by the ACO and others by wholesale investors. The Fund owns Australia’s only Stradivarius violin, purchased in 2011 for $1.79 million, and a 1714 Joseph Guarneri filius Andreae violin, purchased in 2014 for $1.65 million.

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Bridges Social Impact Fund

The Bridges Social Impact Bond Fund, the first of its type, invests in social impact bonds, providing investment and support to charities and social enterprises that are delivering intervention programs with social outcomes.

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Coonooer Bridge Wind Farm (Windlab)

Windlab’s mission is to expand and develop the market for and use of wind-based renewable energy in Australia. Windlab identified the site of the Coonooer Bridge Wind Farm, secured debt and equity funding, and commenced construction of the Wind Farm in 2015.

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Eating Disorders Victoria

Eating Disorders Victoria accessed finance through Foresters to set up EDV Psychology as a ‘fee for service’ social enterprise to further the support provided by EDV and offer private psychology sessions for people experiencing eating disorders and related issues, as well as for family and friends who are supporting a loved one.

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Ethical Property Australia

Started in 2013, Ethical Property Australia (EP) provides co-located work spaces for socially and ethically driven enterprises, and delivers a social, environmental and financial return to investors. EP is a

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Eye Fund 1

Eye Fund is revolutionising financing of the global eye care industry by making affordable eye care available to people living in poverty. Eye Fund provides loan financing for the development and support of eye care programs, outreach programs and training programs for health care professionals. A collaboration between non-government organisations and private sector institutions, Eye Fund aims to support and/or establish 250 eye care hospitals in developing countries, scaling up the existing eye care industry through introducing debt financing and cross subsidisation of patient fees.

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Feast of Merit

Feast of Merit is a social enterprise in the hospitality sector that is owned and operated by YGAP, a movement of impact entrepreneurs that work to change lives.

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Foresters Social Enterprise and Finance Fund

The Social Enterprise Finance Fund (The ‘SEFF’) was established to support social enterprises to develop financial resilience and extend delivery of their products and services. The SEFF invests in social enterprises through direct loans (both secured and unsecured).

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Goodstart Early Learning

Goodstart Early Learning is a not-for-profit social enterprise that aims to raise the quality of early learning, enable all children access to and inclusion in early childhood programs, and provide a financially secure business model to reinvest into quality, inclusion, advocacy and research initiatives. A landmark impact investment in Australia, it raised $95 million to acquire 678 childcare centres, through a combination of bank debt, government loans, subordinated notes and private investment.

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Hepburn Community Wind Park Co-operative Ltd

Hepburn Community Wind Park Co-Operative Ltd (trading as Hepburn Wind) built and operates Australia’s first community-owned wind farm in Leonards Hill, Victoria. Funded by the Victorian Government, Bendigo Bank, Embark Australia, and over 2,000 member shareholders, Hepburn Wind was established by the Hepburn Renewable Energy Association (now known as the Sustainable Hepburn Association – Renewing the Earth (SHARE)).

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Hireup

Hireup harnesses the power of technology to revolutionise the way Australians with disability find, hire and manage their own support workers. After producing a minimum viable product, it proved the need and applicability of the model. Hireup then raised $2.5 million via an impact investment in late 2015. The funds raised are helping Hireup to scale quickly and in lockstep with the national rollout of the National Disability Insurance Scheme (NDIS).

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Leapfrog Fund II

The LeapFrog Fund II invests in high-growth companies across Asia and Africa that offer empowering tools such as insurance, savings and investment products to emerging consumers.

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Livelihood Impact Fund

Purpose of fund:
To invest in early stage scalable companies that work to increase incomes and improve the livelihoods of low-income communities in Southeast Asia and India.

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Maths Pathways

Maths Pathway combines world class teacher training and support with a customised learning model that aims to address a decline in the maths competencies of school students by transforming the way the subject is taught in classrooms. In 2015, private investors and Foresters Community Finance provided $700,000 to help scale the business and take their learning module to more schools, teachers and students.

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Melbourne Montessori School Community Finance Fund

The Melbourne Montessori School Community Fund (MMS Community Finance Fund) was established to provide financial support for the Melbourne Montessori School, a not-for-profit charitable entity that provides education using the Maria Montessori method.

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MiHaven Property Fund

The MiHaven Property Fund (MPF) was established by MiHaven, a social enterprise that supports chronically unemployed Indigenous Australians to enter long-term sustainable employment in construction and related industries. The fund was formed to deliver a pilot project in Cairns, with a view to use the proceeds to invest in further projects in Australia if successful.

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NAB Climate Bond

The National Australia Bank (NAB) Climate Bond was issued in December 2014 with proceeds ring-fenced for financing a portfolio of wind and solar energy projects across Australia. It represents the first time an Australian issuer has brought a green bond to the domestic market and it was also the first bank issued green bond certified under the Climate Bond Standard globally.

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New York City Acquisition Fund

The NYC Acquisition Fund aims for social impact, specifically to provide affordable housing in NYC for individuals and families who otherwise couldn’t afford to live in NYC’s five boroughs.

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Newpin Social Benefit Bond

The Newpin Social Benefit Bond is Australia’s first social bond, issued in 2013. A partnership between the New South Wales Government, Uniting Care and Social Ventures Australia, has funded the maintenance and expansion of Newpin, a program established in 2009 working to restore children in out-of-home care to their families, or prevent children from entering care in the first place.

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Registration of Moxidectin

Moxidectin, an important new drug for treating river blindness, has been developed for human use with Wyeth/Pfizer. The World Health Organization (WHO) has co-sponsored its development.

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SEFA Loan Fund

The SEFA Loan Fund provides loans to not-for-profit and commercial organisations that have a social, cultural or environmental mission to deliver a public or community benefit via services or selling goods.

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Social Ventures Australia – Social Impact Fund (SIF)

The Social Impact Fund (SIF) provides loans and equity investments to Australian social enterprises focused on positive social change including improving education, employment and life outcomes for disadvantaged members of the community.

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StartSomeGood

StartSomeGood is a leading crowdfunding platform for social change initiatives. A seed investment of $400,000 was put towards the further development of StartSomeGood in order to scale the capital flow to impactful projects.

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STREAT Cromwell Manor Development

STREAT impact investment

STREAT is a social enterprise that provides homeless and marginalised youth with a supported pathway from the streets to a sustainable livelihood in the hospitality industry. STREAT’s goals are to keep scaling its youth impact, and to reach financial self-sufficiency through growing its business operations.

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Sustain Community Housing – Colyton Project

Sustain Community Housing impact investing example

Sustain Community Housing is a social enterprise that brings a new approach to social and affordable housing. Sustain’s vision is to be innovative in providing sustainable community and affordable housing

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The Murray-Darling Basin Balanced Water Fund

The Nature Conservancy Australia established the Murray-Darling Basin Balanced Water Fund to provide water security for Australian farming families while protecting culturally significant wetlands that support threatened species. Operating in the world’s largest water market, the Murray-Darling Basin Balanced Water Fund will be the first water investment fund in Australia to address balanced environmental, agricultural, social and financial outcomes.

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Three Sista’s

Three Sista’s is a social enterprise that provides support to the displaced and homeless via a private model of social housing accomodation in Cairns, Queensland, Australia. To help address this issue and provide a solution, Three Sista’s acquired a loan of $450,000 from Social Enterprise Finance Australia (SEFA).

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Upper Murray Community Bakery

The Upper Murray Community Bakery is an initiative by Corryong Neighbourhood House (CNH) to increase employment and training opportunities in rural Victoria.

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Who Gives A Crap

Who Gives A Crap is a social enterprise dedicated to selling environmentally friendly toilet paper with 50% of profits going to sanitation projects overseas. Their vision is to combat poor sanitation and the diseases it brings in developing countries worldwide, by changing the buying habits of Australian consumers towards ethical toilet paper alternatives.

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