Case Studies | Investing For Good | Good Finance

Case Studies

Find out how organisations across the UK are using social investment. You can also visit our blog page, YouTube channel & podcasts. Submit a case study here

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Gofal is a leading Welsh mental health charity providing a wide range of services to people with mental health problems, supporting their independence, recovery, health and wellbeing. Gofal Enterprises is its wholly owned trading arm.

Duration 
Finance Wales - 5 years / Social Investment Cymru - 15 years
Cost of capital 
7% - 10%
Turnover 
£8 million
Amount invested 
Development Bank of Wales - £175,000 / Social Investment Cymru (WCVA) -£75,000

Greenwich Leisure Limited, a Community Benefit Society, used a charity bond to help transform new sports facilities as accessible community facilities.

Duration 
5 years
Cost of capital 
5%
Turnover 
£155 million (estimated for 2014)
Amount invested 
£5 million
Golden Lane Housing

Golden Lane Housing, the housing arm of Mencap, used social investment to buy homes for people with a learning disability.

Duration 
7 years
Cost of capital 
4.375% per annum
Turnover 
£11.5 million
Amount invested 
£11 million

Sandwell Community Caring Trust used social investment to help it acquire a residential care home in the Black Country.

Duration 
7 years
Cost of capital 
Blended 10% (7.5% + revenue participation)
Turnover 
£14 million
Amount invested 
£725,000
Freedom bakery

Freedom Bakery raised investment from seven investors using the Social Investment Tax Relief to grow their prison-based social enterprise.

 

Duration 
4 years
Cost of capital 
1.75%
Turnover 
£210,000 from year 2
Amount invested 
£48,000 Social Investment Tax Relief, £85,500 in total
People outdoors

3SC Capitalise is a Social Impact Bond working with young people in Wales. It is part of the Department for Work and Pensions' Innovation Fund.

Duration 
3 years
Cost of capital 
Outcomes payment
Turnover 
£1.9 million
Amount invested 
£420,000