ASIC Regulated • Wholesale Investors

Investment excellence.
Social purpose.

8.6% annual returns for wholesale investors seeking institutional-grade opportunities with measurable social impact.

8.6%
Annual returns
$127M
Assets under management
450+
Wholesale investors

Institutional-grade investment solutions

Disciplined portfolio management delivering consistent income streams while creating meaningful, measurable impact across Australian communities.

Regular income

Predictable distribution schedule designed to meet sophisticated investor cash flow requirements

Prudent risk management

Institutional-grade governance framework with independent oversight and rigorous compliance protocols

Social impact

Every dollar invested creates measurable positive outcomes in Australian communities

Built on trust, integrity and fiduciary excellence

Regulatory excellence

ASIC licensed with exemplary compliance record and adherence to highest industry standards

Fiduciary responsibility

Unwavering commitment to acting in your best interests with complete transparency and accountability

Institutional governance

Independent board oversight, external auditing and comprehensive reporting ensuring operational integrity

Investment Philosophy

Whatever your stage in investing, SIA delivers institutional-grade solutions with social purpose.

Professional Fund Management

SIA provides consistent income opportunities through our Hybrid Managed Investment Scheme, designed to deliver 8.6% annual returns while creating measurable social impact.

We operate professional investment management combining high-quality government and corporate bonds with social impact investments, leveraging our experienced team and rigorous risk management approach.

Transparent Impact Measurement

We deliver consistent quarterly distributions through our diversified investment approach focusing on capital preservation, regular income, and transparent impact measurement.

As a fully ASIC regulated entity with independent oversight and external audit, SIA provides institutional-grade transparency and accountability with every investment decision.

Investment Details

Comprehensive fund information for wholesale investors seeking institutional-grade opportunities.

$500K
Minimum investment
Quarterly
Redemption opportunities
30-day
Notice period

Portfolio Allocation

Strategic allocation across government bonds, corporate bonds, and social impact investments.

Government Bonds

40%

High-quality government securities providing capital stability and consistent income

Corporate Bonds

35%

Investment-grade corporate securities from established Australian enterprises

Social Impact Bonds

25%

Investments generating measurable positive outcomes in Australian communities

Social Impact Focus

Creating positive change across critical areas of Australian society while delivering consistent returns.

Housing & Infrastructure

Supporting affordable housing projects and essential infrastructure development across Australian communities

Education & Training

Funding education programs and workforce development initiatives to enhance skills and opportunities

Healthcare Services

Investing in mental health programs and community healthcare initiatives to improve wellbeing

Environmental Sustainability

Supporting renewable energy projects and sustainable environmental initiatives for future generations

Important Disclaimer: This website contains general information only and does not constitute personal financial advice. Past performance is not indicative of future results. All investments carry risk and potential for loss. SIA (Social Investment Australia ltd) (ABN 30 127 962 976) is licensed under AFSL 339844. This information is intended for wholesale investors only as defined under the Corporations Act 2001.