Case studies

Australian Chamber Orchestra

Australian Chamber Orchestra Instrument Fund

Purpose of investment:
To purchase high-quality stringed instruments for the Australian Chamber Orchestra players’ use, and to achieve long term capital gain for investors.

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SECTOR
Arts & Culture

SIZE
$4.6 million

Bridges Ventures

Bridges Social Impact Bond Fund

Purpose of fund:
The fund provides investment and support to charities and social enterprises that are delivering intervention programs with social outcomes.

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SECTOR
Miscellaneous

SIZE OF FUND
£25 million

Coonooer Bridge Wind Farm Artists Impression

Coonooer Bridge Wind Farm (Windlab)

Purpose of investment:
For Windlab to construct and operate the Coonooer Bridge Wind Farm in Victoria, with electricity to be supplied to Canberra.

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SECTOR
Energy

SIZE
$50 million

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Eating Disorders Victoria

Purpose of fund:
To grow EDV services through a new program – EDV Psychology.

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SECTOR
Healthcare

SIZE
$75, 000

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Eye Fund I

Purpose of fund:
To make affordable eye care available to the world’s poor.

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SECTOR
Healthcare

SIZE
$USD14.48 million

FeastofMerit

Feast of Merit

Purpose of investment:
To help create a social enterprise in the hospitality sector that would generate profits to help improve the lives of people living in poverty

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SECTOR
Hospitality

SIZE
$457,000

Foresters

Foresters Social Enterprise and Finance Fund

Purpose of fund
To work in conjunction with Foresters’ other funds and provide support to smaller and emerging social enterprises.

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SECTOR
Miscellaneous

SIZE
$400,000

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Goodstart Early Learning

Purpose of investment:
To provide long-day care and early learning services for children.

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SECTOR
Education

SIZE
$95 million

Hepburn

Hepburn Community Wind Park Co-operative Ltd

Purpose of investment:
To develop, own and operate Australia’s first co-operatively owned wind farm

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SECTOR
Energy

SIZE
$13.5 million

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Hireup

Purpose of investment:
To scale the Hireup business quickly and in lockstep with the rollout of the National Disability Insurance Scheme (NDIS).

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SECTOR
Disability and community services

SIZE
$2.5 million

Indonesia 3 - Leapfrog

LeapFrog Fund II

Purpose of fund:
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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SECTOR
Financial Services

SIZE OF FUND
US$400 million

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Maths Pathway

Purpose of investment:
To scale the business and take Maths Pathway’s online learning platform to more schools, teachers and students.

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SECTOR
Education

SIZE
$800,000

montessori

Melbourne Montessori School Community Finance Fund

Purpose of fund:
To provide financial support for the Melbourne Montessori School, a not-for-profit charitable entity that provides education using the Maria Montessori methods.

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SECTOR
Education

SIZE OF FUND
$1,800,000

MiHaven

MiHaven Property Fund

Purpose of fund:
To fund a pilot project in Parramatta Park, Cairns, including sub-division, renovation and construction of a new home and renovation of an existing Queenslander home to create training and employment opportunities for Indigenous Australians.

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SECTOR
Housing

SIZE OF FUND
$645,000

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NAB Climate Bond

Purpose of investment:
To raise a minimum of $150 million to finance an existing portfolio of renewable (wind and solar) energy projects in Victoria, South Australia, Tasmania, Western Australia, New South Wales and the Australian Capital Territory.

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SECTOR
Energy

SIZE
$300 million

Newpin pic

Newpin Social Benefit Bond

Purpose of investment:
To fund the maintenance and expansion of the successful Newpin program run by UnitingCare Burnside, while generating a competitive financial return for investors

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SECTOR
Healthcare

SIZE
$7 million

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Registration of Moxidectin

Purpose of investment:
To register and deliver the drug moxidectin as a treatment of the neglected tropical disease ‘river blindness’, and continue development of moxidectin for other diseases.

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SECTOR
Healthcare

SIZE
US$10 million

Square logo_SEFA

SEFA Loan Fund

Purpose of fund:
To provide 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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SECTOR
Financial Services

SIZE OF FUND
$20 million (starting capital)

SVA SIF

Social Ventures Australia Social Impact Fund

Purpose of fund:
To provide 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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SECTOR
Financial Services

SIZE OF FUND
$9 million

STREAT impact investment

STREAT Cromwell Manor Development

Purpose of investment:
To scale up Australia’s response to youth homelessness by providing youth with a range of supports including assistance to find stable housing, vocational skills, improved mental health and wellbeing.

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SECTOR
Hospitality

SIZE
$2.5 million

StartSomeGood

StartSomeGood

Purpose of investment:
To develop a new online platform and overhaul branding, enabling StartSomeGood to scale the number of projects supported and increase social and financial returns.

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SECTOR
Financial Services

SIZE
$400,000

Sustain Community Housing impact investing example

Sustain Community Housing – Colyton Project

Purpose of investment:
To pilot a mixed development model in Western Sydney that will provide social and affordable housing without a Government contribution.

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SECTOR
Property

SIZE
$2.1 million

ThreeSistas

Three Sista’s

Purpose of investment:
To acquire management rights and purchase several units in Cairns including a vacant parcel of land for future growth, but also to expedite further tenant services, such as community gardens and work for the dole initiatives, an on-site cafe, community bus services, dedicated family areas that engage external health service providers and special children’s programs.

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SECTOR
Housing

SIZE
$450,000

Upper Murray Community Bakery

Upper Murray Community Bakery

Purpose of investment:
For Corryong Neighbourhood House to purchase a bakery business to create opportunities for employment, workplace training and additional income.

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SECTOR
Retail (Food)

SIZE
<$500,000

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