Case Studies | Investing For Good | Good Finance

Case Studies

Browse our case studies below to see how organisations across the UK are already using social investment. You can also visit our blog page, YouTube channel & Big Society Capital's podcasts for more examples from charities & social enterprises.

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Unforgettable logo

Unforgettable used social investment to grow their social enterprise which provides goods and services for people with dementia and their carers.

 

Duration 
5-7 years
Cost of capital 
Loan and equity
Invested 
£500,000
Aspire Gloucestershire

Ambition East Midlands is a Social Impact Bond working with young homeless people in Gloucestershire.

Duration 
3 years
Cost of capital 
7%
Turnover 
£500,000+
Invested 
£50,000 through SITR
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
Invested 
£11 million
Clevedon Pier

Clevedon Pier Heritage and Limited Trust is a Community Benefit Society which raised money via Social Investment Tax Relief (SITR) to help renovate and sustain Clevedon Pier. 

Duration 
Not applicable
Cost of capital 
2%
Turnover 
£180,000
Invested 
£250,000 Social Investment Tax Relief, £330,000 in total
FC United

FC United of Manchester is a community owned football club which raised money using Social Investment Tax Relief to help build a new stadium.

 

Duration 
4 years
Cost of capital 
2% (optional)
Turnover 
£1 million+
Invested 
£270,000 through SITR

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
Invested 
£725,000