Endowment Fund

The Endowment Fund administers a market linked investment fund governed in the Yale-style Endowment Model. This fund accepts investments from the Parishes, Anglican Schools, Anglican Agencies and the Synod. The Endowment Fund follows an ethical investment model and invests in balanced growth assets through wholesale managed funds instructed by private mandates, equity holdings, property trusts, and cash.

Who is this fund suitable for?

The fund was established to suit entities such as parishes, schools and agencies affiliated with the Anglican Church who have a long-term investment perspective and require a regular income stream while protecting the real value of their capital.

How does the fund invest?

Key features and benefits

There are a number of distinctive benefits to investing with AFSA. These include:

Important Information: The AFSA Endowment Fund is a charitable investment fundraiser whose activities meet the requirements of ASIC Corporations (Charitable Investment Fundraisers) Instrument 2016/813 (the ASIC Instrument).  The ASIC Instrument provides exemption from various fundraising, managed investment and licensing provisions of the Corporations Act 2001 for qualifying charitable investment fundraisers.  Neither AFSA, theSynod itself, nor its products, nor promotional material and offer documents have been examined or approved by ASIC.  By issuing interests in the Fund, the Synod promotes the charitable purposes of the Anglican Church in the Diocese of Adelaide by providing an income stream directly to missional activities, while providing governance and stewardship of Church capital. Investment in the Fund is only intended to attract investors whose primary purpose is to support the charitable purposes of the Anglican Church in the Diocese of Adelaide. TheSynod is required by law to notify investors: that its products and their offering are not subject to the usual protections for investors under the Corporations Act or regulation by ASIC; investors may be unable to get some or all of their money back when the investor expects, or at all; and the investment is not comparable to investments with banks, finance companies or fund managers. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority therefore, an investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959.  The Identification Statement lodged and accepted by ASIC may be viewed on the AFSA website.