Infradebt Ethical Fund
At Infradebt, we believe you don’t need to compromise – you can invest in assets that make a positive contribution to society AND receive a superior risk-adjusted return. It is for this reason we launched the Infradebt Ethical Fund (IEF).The IEF is Australia’s first ethically screened private debt fund. The IEF is focused on infrastructure projects that make a positive and sustainable difference to society.
Infrastructure investments benefit from more stable cash flows, lower volatility and higher recoveries in the case of default. The IEF is a direct investor in the less liquid parts of the credit market and earns a material liquidity premium as a result. The portfolio is transparent – investors can easily ascertain what their capital is supporting, the resultant change created, and the communities where this change is manifest.
The IEF is a fixed income strategy with genuine defensive characteristics, that also makes our community more sustainable and inclusive, but doesn’t ask investors to compromise on returns.
Key Sectors are:
Where there is an impact/ environmental component
Positive Environmental & Social Impact
The IEF as been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See for details.
1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
The portfolio: Our investors' capital at work
Detailed below are the Infradebt Ethical Fund results (after fees) up to 31 January 2020:
* inception is Jan 2015
The table below lists all investments of the fund as at the 30 November 2019: