You can find links to more information about all our grants and social investments in our portfolio. And for a listing of our social investments in 2023, see our annual report. You can also find stories of Esmée's social investment.
Social investment by aim
In 2023, we made 22 social investments, committing a total of £12.9m. Our active portfolio, which includes all our active social investment relationships, as of 31 December 2023 totalled £41.1m and 79 social investments.
In the following table, you can see the total amount of social investment committed to in 2023 under each of our main aims. You can also see the number of investments under each category in brackets. The middle column has our 2023 commitments, and the third column has information about our active portfolio as of 31 December 2023.
| Social Investment by Aim/Sector | 2023 commitments | Active portfolio |
|---|---|---|
| Our Natural World | £3.1m (5 investments) | £8.2m (16 investments) |
| A Fairer Future | £3.5m (6 investments) | £8.3m (14 investments) |
| Creative, Confident Communities | £5.4m (9 investments) | £9.8m (17 investments) |
| A Sector Fit for the Future | £900k (2 investments) | £2.3m (8 investments) |
| Previous strategy | £12.5m (24 investments) | |
| TOTAL | £12.9m (22 investments) | £41.1m (79 investments) |
Social investment by product type
The following table shows the total amount of social investment in our active portfolio according to product type. You can also see the number of investments under each category in brackets. The information relates to our active portfolio as of 31 December 2023.
| Social Investment by product type | Active portfolio |
|---|---|
| Bond | £930k (2 investments) |
| Community Shares | £180k (3 investments) |
| Convertible Note | £300k (1 investment) |
| Equity | £2.8m (8 investments) |
| Fund | £17.4m (23 investments) |
| Guarantee Facility | £675k (1 investment) |
| Land Purchase Facility | £5.8m (7 investments) |
| Loan - Secured | £6.4m (11 investments) |
| Loan - Unsecured | £5.6m (18 investments) |
| Quasi Equity | £1.0m (5 investments) |
