Case Study 5 | Model Portfolio – Diversified Impact Fund
DRIVING MAXIMUM IMPACT ACROSS UNSDG'S
Description
MEGATRENDS
- Climate Transition.
- Transformative Technologies.
- Diversity, Equity, and Inclusion.
OVERVIEW
The Diversified Impact Fund is a theoretical model portfolio that aims to have a mix of social and environmental impact across its spectrum of investments that diversify across the UN SDG goals, within Private Equity, Private Debt, Reals Assets, Infrastructure and Fixed Income.
INVESTOR PROFILE - WoN IAM
By investing in high-quality impact investment managers, both in emerging and developed countries globally, the Fund provides diverse exposure to multiple asset classes and economies, which will enhance return potential, reduce overall portfolio volatility and diversify the impact outcomes of the fund.
TARGET MANDATE SIZE
AU$ 500 million.
ASSET CLASS
Multi-Asset.
Info
