Investor FAQ

Answers to the most common questions about the Fund, environmental investing, and how to get started.

  • While the fund is newly established, our team brings over 60 years of combined investment experience, including managing Australia's #1 ranked equities fund. We apply the same rigorous, research-driven approach to the environmental sector. After all, you can’t invest in yesterday’s performance.

  • Our target of 10% net p.a. is also benchmarked against RBA + 4%. We feel this is achievable given the structural growth in renewable energy, carbon markets, and green infrastructure — sectors experiencing multi-decade tailwinds with government policy support.

  • Unlike ETFs, EnviroInvest is actively managed with direct access to pre-IPO, private, and illiquid opportunities across the environmental value chain. We target alpha through concentrated positions, not broad index tracking.

  • The lock-up aligns with the investment horizon required for environmental infrastructure assets. Many of our target investments are semi-liquid, and the lock-up ensures we can execute our strategy without forced selling during market stress. You can of course access your funds at anytime. However there will be a fee for balances withdrawn outside the lock-up period.

  • There is 20% of any outperformance net of fees above Benchmark.

    We also have what is known as a high watermark rate which means we have to recoup any historical underperformance before this fee is charged.

EnviroInvest Investment Fund

  • Your investment is held by an independent custodian (Interactive Brokers), administered by NAV Fund Services (A$260B+ AUA), and audited by Dry Kirkness. The fund operates under an AFSL with Non Correlated Capital as trustee. Of course we can’t eliminate market risk, however your investment is subject to detailed governance and structure.

  • Our 1.25% management fee is competitive with comparable alternative funds. The 20% performance fee only applies above the benchmark (RBA + 4%) with a high-water mark — we only earn performance fees when we outperform.

  • The minimum initial investment is $100,000, with additional investments from $10,000. This is a wholesale-only fund — investors must qualify under Section 761G of the Corporations Act.

  • Our investment committee requires unanimous decisions, and the Fund's governance structure ensures continuity beyond any individual. All processes are documented and institutional-grade support is also in place.

  • Every investment is assessed against measurable environmental impact criteria. We track and report carbon abatement, renewable energy generation, and sustainability metrics. Our governance framework includes independent oversight and audit.

  • Environmental change is driving new capital expenditure across energy, transport, industry and infrastructure. Many investors, including ourselves see this as a structural shift rather than a short term theme, creating opportunities across multiple sectors and asset classes.

  • Not necessarily. Environmental investing is generally based on the idea that solving large scale environmental challenges can also create commercial opportunities. The objective is not to choose impact over returns, but to identify investments capable of delivering both.

  • Global energy transition investment reached US$2.3T in 2025. IRENA estimates US$110T is needed by 2050. This is a structural, multi-decade shift driven by physics, economics, and policy — not sentiment.

  • Access has historically been difficult because opportunities are spread across public markets, private markets and specialist sectors. Managed solutions and diversified investment structures aim to simplify participation.

Environmental Investing

  • Environmentally conscious assets are investments that seek to generate financial returns while also contributing to improved environmental outcomes. This can include renewable energy, resource efficiency, carbon reduction, environmental technology, sustainable infrastructure and other solutions supporting the transition to a lower carbon economy

  • Like any investment, risk depends on the asset. Some opportunities may involve earlier stage technologies or changing regulation, while others may involve mature infrastructure with stable cash flows. Diversification remains important.

  • Building a portfolio of environmentally conscious assets can be complex. Different sectors often move at different speeds, which is why diversification across technologies, industries and investment types can help manage concentration risk.

  • They may suit investors seeking long term capital growth and who believe environmental change will influence future economic outcomes. Suitability always depends on objectives, time horizon and risk tolerance.

  • Of course you can.

    Simply fill in your details by visiting here and the Information Memorandum will be available for you to view. You can even download and print it if you wish. As long as you take the time to understand it contents.

    You can speak to us should you require any clarification on what we discuss. Note, we are not licenced to provide any personal advice. We can only discuss factual points of clarification from the Information Memorandum.

    Should you require any information in relation to your personal situation or needs, then you need to discuss that with someone who is licenced to have that conversation with you.

  • Once you read the Information Memorandum, you will see that there is any application form at the end of that.

  • Yes you can

    Simply go to this link, then follow the prompts.

  • Application times can vary depending on the information provided, but our aim is to make the process straightforward and keep investors informed throughout. Once received in its complete form we expect any application to be completed within 24 hours.

  • Applications received and accepted will have units applied within 24 hours. We look to invest funds once a month, so should funds be received before the relevant cut off period, those monies will generally be allocated in accordance with the Fund’s investment timetable outlined in the Information Memorandum.

How to get started

  • Depending on eligibility and structure, investments may be made through different investment entities. Please refer to the Information Memorandum for available options.

  • In order to invest you need to be a wholesale investor as specified under applicable legislation.. We are not accountants so you cannot seek information from ourselves. — Investors must qualify under Section 761G of the Corporations Act.

  • The minimum initial investment is $100,000, with additional investments from $10,000. This is a wholesale-only fund — investors must qualify under Section 761G of the Corporations Act.

  • Withdrawal requests may be possible before your application has been accepted and processed. Please contact us as soon as possible if you wish to discuss withdrawing your application.

  • There are no direct fees for any investment . There is however a buy/spread of 0.35 basis points. This fee is not claimed by us on top of you investment, rather we calculate it in the unit price that you buy (or sell) at.

Still need to speak to someone?

If you have questions that we have not answered, please call us on 1300 45 96 85 or email us at info@enviroinvest.com.au.

Alternatively, leave your name and phone number and we will endeavour to contact you as soon as possible.

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