Wholesale Investment • 8.6% Annual Returns

Hybrid Managed
Investment Scheme.

Delivering consistent 8.6% annual returns through quarterly distributions while creating measurable social impact across Australia.

Fund Performance

8.6%
Annual returns
Quarterly
Income distributions
Risk-managed
Professional oversight

Investment Strategy

SIA's Hybrid Managed Investment Scheme combines government bonds (40%), corporate bonds (35%), and social impact bonds (25%) to deliver consistent 8.6% annual returns while creating measurable social impact across Australian communities.

Portfolio Allocation

Government Bonds 40%
Corporate Bonds 35%
Social Impact Bonds 25%

Investment Principles

Capital Preservation

Conservative approach prioritizing capital protection through diversified bond portfolio

Regular Income

Quarterly distributions delivering consistent 8.6% annual returns

Impact Measurement

Transparent reporting using UN SDGs, IRIS+ and GRI frameworks

Fund Features

Investment Details

$500,000 minimum investment | $127M assets under management | 450+ wholesale investors

Social Impact Focus

Housing infrastructure | Education programs | Healthcare services | Environmental sustainability

Important Information

Wholesale Investor Criteria

Net assets of at least $2.5 million; or
Gross income of at least $250,000 p.a.; or
Professional investor as defined by law

Key Risks

Investment values may rise and fall
Returns are not guaranteed
Past performance is not indicative of future results

Performance Metrics

Performance data accurate as of 31/12/2024

8.6%
Annual Returns
Quarterly
Distribution Frequency
$127M
Assets Under Management
450+
Wholesale Investors
$500,000
Minimum Investment

Social Impact Outcomes

Measurable positive impacts created across Australian communities

Impact Measurement Framework

SIA utilizes internationally recognized frameworks to measure and report social impact outcomes, providing transparent accountability for both financial and social returns.

SDG
UN Sustainable Development Goals
IRIS+
IRIS+ Impact Measurement
GRI
Global Reporting Initiative

Current Impact Portfolio

12
Housing projects supported
8
Education programs funded
15
Healthcare initiatives
6
Environmental projects

*Audited Financial Report and Impact Report available on request

Investment Process

1

Initial Consultation

Schedule a discussion with our investment team to assess suitability and objectives

2

Documentation

Complete application forms and provide wholesale investor verification

3

Investment

Transfer funds and receive welcome pack with quarterly reporting schedule

Application Forms

Schedule 1

How to invest & Application Form

Click to request

Schedule 2

Wholesale Client - Accountant's Certificate

Download

*Wholesale investors only

Ready to invest?

Speak with our investment team to discuss how our fund can fit into your portfolio strategy.

Contact advisor

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.