Information for Investors

Foresters has developed a range of social investment products for investors who are seeking a financial and social return.

Foresters Group of Companies includes Social Investment Australia Ltd (SIA) a joint venture company with InterFinancial Corporate Finance Limited (InterFinancial). SIA holds Australian Financial Services Licence number 339844 and is the financier and fund manager for Foresters' investment products.

SIA develops a range of social investment products for investors who are seeking a financial and social return. The capital raised within the investment products enables Foresters to offer finance products to organisations requiring loans for property ownership, social enterprise business, equipment purchase and entrepreneurial social enterprise business development.

SIA issues and manages innovative social investment products for wholesale social investors. Social investors are investors who seek to invest in investment products that generate positive social, environmental or cultural outcomes, while receiving a financial return on their investment. These investors include institutions, industry superannuation funds, charitable trusts, high net worth individuals and private ancillary funds.

Our investors are rewarded by knowing that while they potentially gain financially; their money is also working to achieve greater social good in the community.

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Investment Funds

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SEFF

Social Enterprise
Finance Fund

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CFF-SE

Community Finance
Fund - Social Enterprise

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CFF-NP

Community Finance
Fund Non-Profit

Our Approach

  • We actively source and place capital in investment products that aim to generate a financial return to the investor
  • We invest capital with the aim of achieving sustainable social impact
  • We align commercial investment strategy to the capital requirements of the social sector
  • We utilise contemporary investment structures to deliver innovative social investment products

SEFF

CFF-SE

CFF-NP

SEFF


Social Enterprise Finance Fund

The Social Enterprise Finance Fund (SEFF) was established to work in conjunction with the Community Finance Fund Social Enterprise (CFF-SE). SEFF is designed to support smaller and emerging social enterprises which may not immediately qualify for financial support from the CFF-SE.

The Fund offers enterprise lending designed as flexible finance options to promote the growth and development of social enterprises.


Download the Information Memorandum

The issuer and manager of the Social Enterprise Finance Fund is Social Investment Australia Ltd (SIA) ACN 127 962 976, Australian Financial Services Licence number 339844. SIA is a division of Foresters Community Finance. The information contained on this page is not an offer to invest.


Investors Want to do Good too

In 2006, John and Sue McKinnon established a Private Ancillary Fund (PAF) from proceeds of a business sale. The PAF donates to deductable gift recipients (DGRs) for the purposes of poverty alleviation, environment protection and social enterprises. The investment portfolio of the PAF corpus has an allocation to social investments.

CFF-SE


Community Finance Fund – Social Enterprise

The Community Finance Fund - Social Enterprise (CFF-SE) was established to support social enterprises to develop and strengthen their financial resilience, extend delivery of their products and services and improve their performance.

The aim of the Fund is to offer a range of social impact outcomes in urban and regional areas through employment in social enterprises.  As well as employment outcomes, the Fund also offers the opportunity to contribute to outcomes that respond to social, cultural and environmental issues. As these social enterprises mature the Fund will allow them to invest in their asset base, building their financial strength over the long term.

The Fund has been designed for investors who seek a blended value of social and financial returns on investment. Our aims are to ensure capital is preserved while achieving market competitive returns for investors.

CFF-SE is currently closed to new investment.



The issuer and manager of the Community Finance Fund Social Enterprise is Social Investment Australia Ltd (SIA) ACN 127 962 976, Australian Financial Services Licence number 339844. SIA is a division of Foresters Community Finance. The information contained on this page is not an offer to invest.


Investors Want to do Good too

In 2006, John and Sue McKinnon established a Private Ancillary Fund (PAF) from proceeds of a business sale. The PAF donates to deductable gift recipients (DGRs) for the purposes of poverty alleviation, environment protection and social enterprises. The investment portfolio of the PAF corpus has an allocation to social investments.

CFF-NP


Community Finance Fund Non-Profit

The Community Finance Fund Non-Profit (CFF-NP) is a contributory mortgage fund designed to provide non-profit organisations with access to affordable and appropriate finance products.

The Fund seeks to provide investors with a financial return on investment as well as foster direct social impact to the community.

The objectives of the CFF NP are to provide investors the opportunity to invest in specific fixed term community loans where the primary security is generally a registered first mortgage over residential, commercial, retail or industrial property, and also to enable non-profit organisations to benefit from:


  • Access to appropriate and affordable finance
  • The opportunity to embark on community asset building
  • Long term security of tenure in their locality
  • Confidence to embark on capital expenditure, social enterprise or other programs designed to widen their range or depth of service delivery

Download the Information Memorandum

The issuer and manager of the Community Finance Fund Non-Profit is Social Investment Australia Ltd (SIA) ACN 127 962 976, Australian Financial Services Licence number 339844. SIA is a division of Foresters Community Finance. The information contained on this page is not an offer to invest. The Community Finance Fund Non-Profit Information Memorandum must be read in its entirety before making any investment decisions and is only available to clients who qualify as 'wholesale' or 'sophisticated' investors.


Investors Want to do Good too

In 2006, John and Sue McKinnon established a Private Ancillary Fund (PAF) from proceeds of a business sale. The PAF donates to deductable gift recipients (DGRs) for the purposes of poverty alleviation, environment protection and social enterprises. The investment portfolio of the PAF corpus has an allocation to social investments.
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