Click for contact details.
What we offer: Unsecured loans at 6% (for 3 to 5 years).
Who should contact us: Small/medium sized charities and social enterprises. We do not fund start-ups (you must have at least one year’s audited trading accounts).
What is the size of your investment portfolio? Currently, it is £10m.
What areas of the UK do you invest in? All areas of the UK.
Are there any particular sectors/asset classes you invest in? We are cause agnostic, and may invest in any organisation with social purpose (not necessarily just registered charities).
What proportion of investments are classified high, medium and low risk? Currently, the financial risk ratings on our portfolio are:
High risk: 35%
Medium risk: 20%
Low risk: 45%
Do you fund start ups? No.
What organisational structures will you fund (eg CIC Charity CLG)? Any. We are not restricted by legal form in our investments.
Do you provide match funding? No. But we do like to co-invest with other social investment funds.
Do you collaborate? Yes. We work with other funds such as Big Issue Invest, Bridges Ventures, and Esmee Fairbairn Finance Fund.