Big Society Capital Impact Report

Impact Report 2023 | Schroder BSC Social Impact Trust

Schroder BSC Social Impact Trust | Impact Report 2023

High Impact Housing Portfolio

CBRE UK Affordable Housing Fund £9.8m SBSI investment of £232m net capital committed

Resonance Real Lettings Property Fund £6.5m SBSI investment of £56.8m Fund Transitional housing and support for employment, training, financial inclusion and health & wellbeing

Social and Sustainable Housing (SASH) £10m SBSI investment of £64m Fund

Man Community Housing Fund £10.2m SBSI investment of £200m+ Fund

Fund

Affordable rents, including focused rents for key‑worker groups and shared ownership

Social and affordable rent, shared ownership, and other affordable mixed tenures

Transitional supported housing

What

People at risk of homelessness

A range of vulnerable groups, including people with mental health needs, survivors of domestic violence, ex‑offenders, vulnerable young people and people at risk of homelessness

Those on median and lower incomes, or those struggling to get on the housing ladder

Lower-income households unable to rent or buy on the open market

Who

How Much

595 tenants housed

502 people housed and supported

81 people housed in first year

2,258 people housed in 1,800 homes

Net increase in supply of affordable housing and better quality housing (through early-stage partnerships with councils and housing associations)

Net increase in supply of affordable housing; mainstream managers’ adoption of high-quality impact practice; improved well-being and disposable income for residents

An alternative social landlord preventing homelessness and rough sleeping by working with expert housing partners to understand and respond to tenants’ needs

More consistent and higher-quality service provision to tenants, through increased organisational resilience of service providers

Contribution

Key Impact Risks and Mitigants

Execution risk Delivery of services addressing multiple needs, alongside property acquisition and management

Partnerships Organisation age, size, regulatory status and experience of financial management assessed by fund managers

External risk Factors outside housing organisation control including tenant employment following Covid disruption. Welfare policy, grant availability and planning changes risk the viability of high impact tenure delivery.

Holistic assessment Equity Impact Project introducing consistent metrics across social and environmental performance.

Portfolio manager engagement focused on identifying fund actions and learnings regarding enhancing energy performance standards for acquisition of lower quality housing stock, and ensuring energy efficiency ratings are above minimum requirements under the UK’s net zero pathway. Partnership Selection focused on fund managers with clear impact goals who will work to find solutions in the face of challenges.

User voice Measures of tenant satisfaction and positive move-on rates

Unexpected impact risk Engagement with higher risk groups likely to experience negative outcomes in the event of disrupted or poorly aligned services, or poor‑quality housing conditions

Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

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