Portfolio


Support

Social Traders’ Social Investment Portfolio provides a source of patient capital and support for social enterprises that would otherwise find it difficult to secure investment from other sources.


Presenting an opportunity for trusts and foundations to participate in an innovative form of grant making that is tax deductible, Social Traders’ Portfolio enables philanthropy to support the development of the social enterprise sector and individual social enterprises whilst mitigating risk and leveraging Social Traders’ expertise in social enterprise investment and support.

Social Traders’ Portfolio is a group of rigorously assessed and monitored social enterprises that show high potential for financial viability and social impact that meet the requirements below:

  • Understand business fundamentals and the key success factors for their social enterprise 
  • Have a rigorous business plan 
  • Work openly and collaboratively with Social Traders to realise the potential of their social enterprise
  • Have a charitable purpose but are not required to have DGR status

Please contact us if you are interested in discussing supporting our Portfolio further.