Current Social Investments

What type of investment do we make?

We consider all types of investment vehicles, including loans, social impact bonds and equity and quasi-equity investments.  Where the investment is in a product of a local nature we are more likely to invest if it is based in the Birmingham area.

We will only make an investment in a non-charitable company in the following circumstances:

  • The social mission of the non-charitable company is in line with the aims of the Trust.
  • Any private benefit arising from the investment is necessary, reasonable and in the interests of the Trust.
  • Any private benefit is not excessive and the investment is clearly for the public benefit.
  • Where there is the opportunity for considerable economic gain by the company then the Trust will benefit from that gain (e.g. by holding an equity stake rather than advancing a loan).

See our list of current Social Investments.