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.
Target Fund Size
Evergreen Structure — No Fixed End Date
Minimum Initial Investment
Performance Fee Hurdle Rate
The 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.
Ports, shipping, shipyards, fuel storage, smart port technologies, and sustainable provisioning — the arteries of a low-carbon global trade network.
Clean manufacturing, circular economy solutions, industrial decarbonisation, sustainable materials, and supply chain innovation across hard-to-abate sectors.
Critical minerals for clean energy, mining decarbonisation technologies, waste reduction, and water management — Australia’s role as a global clean energy supplier.
Affordable housing, healthcare access, education, financial inclusion, and First Nations economic participation — investment that builds resilient communities.
Regenerative agriculture, biodiversity conservation, carbon sequestration, and transition finance for companies with credible net-zero pathways.
Note: Perpetual capital (also known as permanent capital) is an investment structure with no fixed end date or maturity. Rather than returning funds to investors after a set period, the fund or company continuously manages and reinvests the pool of money indefinitely.
Unlike 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.
The following is a summary only. Full terms are set out in the Information Memorandum, available to qualifying Wholesale Clients upon registration.
$50k minimum for additional investments
Unregistered, Australian law
From initial investment date
90 days’ notice · 5% NAV cap per quarter
First business day · T+10 settlement
Of NAV, monthly in arrears (excl. GST)
Above 8% p.a. hurdle · HWM applied
Initial capacity, expandable
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.
Wholesale Clients Only. Investment in this Fund is restricted to Wholesale Clients as defined under s761G of the Corporations Act 2001 (Cth). By registering, you confirm that you are, or believe you may qualify as, a Wholesale Client. The Fund is managed by Sustainable Markets Fund Pty Ltd (ABN 33 691 236 558, CAR 001317580), a Corporate Authorised Representative of Management Advisors Pty Ltd (ABN 51 071 574 019, AFSL 331 624).
For Wholesale Clients — Early Access to the IM
Important Disclaimer — For Informational Purposes Only. This website has been prepared by Sustainable Markets Fund Pty Ltd ABN 33 691 236 558, trading as Sustainability Global Fund, a Corporate Authorised Representative (CAR 001317580) of Management Advisors Pty Ltd ABN 51 071 574 019 (AFSL 331 624). The information on this page is for informational purposes only and is directed exclusively to Wholesale Clients as defined under section 761G of the Corporations Act 2001 (Cth).
Not an Offer or Financial Advice. This page does not constitute an offer of securities, a prospectus, a Product Disclosure Statement (PDS), or financial product advice. It has not been lodged with or approved by ASIC. The Fund is not yet open for investment and is currently in development. Nothing on this page constitutes a commitment or invitation to subscribe for interests in the Fund.
Risk Warning. Investment in the Fund (when available) will involve a high degree of risk, including potential loss of capital. Redemptions are subject to a three-year lock-up period, quarterly capacity limitations, and manager discretion during periods of market stress. Past performance of similar funds is not indicative of future results. Impact outcomes cannot be guaranteed. Prospective investors should seek independent legal, financial, and tax advice before making any investment decision.
Anti-Greenwashing. The Fund’s sustainability claims are based on defined criteria and methodologies aligned with the Australian Sustainable Finance Taxonomy (ASFT). Forward-looking statements reflect current assumptions and may differ materially from actual outcomes.
