About the fund
Invest in Australia's clean energy transition
Fuelling the future of renewable energy projects, the Australian Ethical Infrastructure Debt Fund (the ‘Fund’) offers investors the opportunity to be part of Australia’s clean energy transition. Join us in driving positive environmental and social outcomes while embracing the benefits of investing in Australia's green future.
The Fund invests in infrastructure debt, which provides financing to renewable energy projects, and may also provide funding for social infrastructure and property projects with a social or environmental benefit.
Renewable energy
Solar and wind farms & battery energy storage systems
Social infrastructure
Schools, hospitals, public transport, research facilities & recycling facilities
Property projects
Social housing & financing of leasehold renewable assets
Overview
The Fund aims to deliver returns of 2-3% above the RBA cash rate per annum (after fees and expenses) over 5-year periods.
To provide exposure to a diversified range of loans to renewable energy projects (such as solar, wind, and battery assets), as well as loans for social infrastructure (such as schools and hospitals) and property projects with a social or environmental benefit (such as social housing). The Fund invests predominately in Australia but may also invest in foreign assets over time. These loans are typically privately originated and illiquid in nature.
Why invest?
Invest in Australia's transition to ‘net zero’
Finance projects that support Australia’s national renewable energy generation goal of 82% by 2030.1
Attractive risk-adjusted return potential
Stable cash flows and the long-term nature of the Fund’s investments offer attractive risk-adjusted return potential.
Diversification
With a relatively low correlation to traditional asset classes, the Fund can help investors diversify their portfolios and manage overall portfolio risk.
Transparency & reporting
Direct visibility of underlying projects funded by your capital and the environmental and social benefits achieved.
Get to know Infradebt
A partnership between Australia’s pioneering ethical investor and a key financier of renewable initiatives in Australia
Australian Ethical has appointed Infradebt Pty Ltd (‘Infradebt’) as a specialist investment manager for the Australian infrastructure debt assets of the Fund.
Infradebt is a specialist boutique fund manager focused on originating, structuring and managing private debt investments for infrastructure projects in Australia. Renowned as a key financier of renewable initiatives, the company has supported more than 50 projects nationwide.
Australian Ethical is the Trustee and Investment Manager of the Fund and is responsible for the investment strategy and ongoing investment monitoring.
Fund facts
| Overview | |
|---|---|
|
$28.16 mil
|
$66.47 mil
|
|
Alternatives
|
RBA Cash Rate Target
|
|
01/02/2024
|
5 years
|
|
Medium
|
AUG4961AU
|
| Fees and costs | |
|---|---|
|
$100,000 minimum in the Fund.
|
0.85% p.a.
|
|
0.00%
|
0.05% / 0.05%
|
| Distribution | |
|---|---|
|
Quarterly
|
March, June, September, December
|
A full explanation of all the Fund features including fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Information Memorandum and the fee information page.
Investment commentary
Check out our latest Australian Ethical Infrastructure Debt Fund commentary for the 3 months to 30 September 2024.
