Delivering consistent 8.6% annual returns through quarterly distributions while creating measurable social impact across Australia.
Our diversified approach combines high-quality bonds with social impact investments to deliver consistent returns while creating positive community outcomes.
Conservative approach prioritizing capital protection
Quarterly distributions for consistent cash flow
Transparent reporting on social outcomes
$500,000 minimum for wholesale investors with quarterly redemptions available
Quarterly redemption windows with 30-day notice period for investment flexibility
Schedule a discussion with our investment team to assess suitability and objectives
Complete application forms and provide wholesale investor verification
Transfer funds and receive welcome pack with quarterly reporting schedule
Speak with our investment team to discuss how our fund can fit into your portfolio strategy.
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.