Investment portfolio

Details of our ‘social investment portfolio’, listing our social impact investments that generate particularly strong social and environmental returns.

Current direct social investments:

  • Ethex Loan £50,000
  • *Ethical Property Company £148,750
  • *Affordable Homes Rental Fund £250,000
  • *Big Issue Invest Social Enterprise Investment Fund II £100,00
  • *Thrive Renewables £100,000
  • *AWEL CO-OP £100,000.

Project Snowball impact investment fund:

  • *Social investments that have been transferred to Snowball, valued at £798,491
  • Cash contribution £1,201,509
  • Total £2,000,000.

Past social investments:

  • East Lancashire Moneyline Capital Bond £150,000
  • Charity Bank £250,000
  • Peterborough Social Impact Bond £69,175
  • *Community Share Underwriting Fund £100,000.