The Sustainability Global Fund is an evergreen investment vehicle designed to generate competitive risk-adjusted returns by directing capital toward Australia's net-zero transition and the global sustainable economy.
Register Your InterestThe Fund is currently in development. We are accepting registrations of interest from qualifying Wholesale Clients ahead of launch.
The transition to a sustainable global economy is not a theme — it is the defining capital allocation challenge of our generation. Governments, regulators, and markets are aligned: Australia's Sustainable Finance Roadmap, mandatory climate disclosure requirements, and the Australian Sustainable Finance Taxonomy are reshaping where investment must flow.
Yet the dominant fund structures — closed-end vehicles with fixed horizons — are poorly suited to this opportunity. The infrastructure, companies, and projects driving the transition require patient capital and long-term engagement, not the artificial timelines of a fund nearing expiry.
The Sustainability Global Fund was designed specifically to close this gap: an evergreen structure built to hold and compound positions in sustainable assets indefinitely, recycling capital from exits directly into the next generation of opportunities.
Additional annual investment estimated to achieve global net-zero by 2050, representing the single largest reallocation of capital in history.
The Fund's investment criteria are anchored to the Australian Sustainable Finance Taxonomy — the definitive framework for credible green and transition activities in Australia.
No fixed end date. Capital from exits is recycled continuously, enabling compounding returns and eliminating the forced-sale dynamics of traditional closed-end structures.
The Fund targets opportunities across the six priority sectors of the Australian Sustainable Finance Taxonomy, complemented by global market activities and impact-led investments in social infrastructure. Every investment must demonstrate a clear contribution to sustainability outcomes alongside strong financial fundamentals.
Renewable generation (solar, wind, hydro, geothermal), energy storage, grid infrastructure, and alternative fuels production aligned with Australia's clean energy ambition.
15–20% Target AllocationPorts, shipping, shipyards, fuel storage, smart port technologies, and sustainable provisioning — the arteries of a low-carbon global trade network.
Up to 25% Target AllocationClean manufacturing, circular economy solutions, industrial decarbonisation, sustainable materials, and supply chain innovation across hard-to-abate sectors.
20–25% Target AllocationCritical minerals for clean energy, mining decarbonisation technologies, waste reduction, and water management — Australia's role as a global clean energy supplier.
20–25% Target AllocationAffordable housing, healthcare access, education, financial inclusion, and First Nations economic participation — investment that builds resilient communities.
Complementary AllocationRegenerative agriculture, biodiversity conservation, carbon sequestration, and transition finance for companies with credible net-zero pathways.
Up to 10% Target AllocationUnlike traditional closed-end funds, the Sustainability Global Fund has no fixed termination date. Capital recycled from exits is redeployed into the next generation of opportunities — enabling continuous compounding without the drag of winding down.
Wholesale investors benefit from quarterly redemption windows after a three-year lock-up, monthly subscription access, and an investment vehicle that grows alongside Australia's sustainable economy.
Exit proceeds are reinvested within 90 days, maintaining optimal portfolio deployment of 90–95% at all times and removing cash drag.
After a three-year lock-up, investors may submit redemption requests quarterly with 90 days' notice, subject to the Fund's 5% per quarter NAV capacity limit.
Renewable energy and infrastructure assets reward long-term holders. Our perpetual structure aligns perfectly with the investment horizons these assets demand.
New investors may subscribe on the first business day of each month. Existing investors receive priority allocation on additional capital.
The following is a summary only. Full terms are set out in the Information Memorandum, available to qualifying Wholesale Clients upon registration.
The Fund is managed by Sustainable Markets Fund Pty Ltd, trading as Sustainability Global Fund — a Corporate Authorised Representative (CAR 001317580) of Management Advisors Pty Ltd (AFSL 331 624). The investment team brings together deep expertise in global markets, sustainable investing, and evergreen fund operations, supported by specialist advisors across ESG research and impact measurement.
Extensive experience in sustainable investing and global markets, with specialist expertise in evergreen fund operations and liquidity management. Former institutional asset management roles with deep ESG integration experience.
Senior experience in sustainable fund management and private markets, with a track record in capital recycling strategies and long-duration asset management. Former investment banking and private equity roles.
The Sustainability Global Fund is in development and not yet open for investment. We are inviting qualifying Wholesale Clients to register early interest to receive the Information Memorandum upon release and be considered for early access allocation.
Registering does not constitute a subscription or binding commitment. All investment enquiries will be handled directly by the investment team.
For Wholesale Clients — Early Access to the IM
