Anglican Funds Management

What Anglican Funds Management does

Anglican Funds Management (AFM) is a non-profit, faith-aligned investment and lending organization historically founded in 1959 by and for the Adelaide Anglican community, now operating nationally across Australia. It is administered as an activity of The Synod of the Diocese of Adelaide of the Anglican Church of Australia Inc. and is regulated as a Charitable Investment Fundraiser (CIF) under ASIC and a Religious Charitable Development Fund (RCDF) under APRA, giving it specialized exemptions under the Corporations Act 2001 and Banking Act 1959. Combined assets across its three funds reached $200.4 million as at 30 June 2025 (Endowment Fund $128.2M, Enhanced Income Fund $30.9M, Community Fund $41.3M).

The company serves exclusively Christian institutional investors — Anglican parishes, diocesan agencies, Christian schools (both Anglican and non-Anglican), and registered Christian charities — and is contractually restricted from serving retail individuals, self-managed super funds, or non-Australian residents. Its core product set comprises three managed funds (an Endowment Fund targeting CPI + 5% over 5+ years, an Enhanced Income Fund targeting 90-day BBSW + 0.50% over rolling 3 years, and a Community Fund exclusive to Anglican entities), supplemented by Term Investments, a Monthly Income Account, Parish Planned Giving automated collections, Anglican Loans (including Climate Action Loans, Insurance Premium Loans, lines of credit, and 5–30 year commercial term loans), and NAB merchant facilities. Technology is conventional: a secure investor portal hosted by Vinteract Pty Ltd, Xero direct feed integration for accounting reconciliation, NAB payment terminals, and Bank@Post cheque-cashing via Indue Ltd.

AFM generates revenue from management fees on funds under management, interest income from its lending book to Anglican entities, and transactional account-related income. The investment funds carry no entry, exit, transaction, or account keeping fees, with economics tied to AUM-based management fees and lending spreads. Distribution is consultative and direct, led by a National Relationship Manager and an Investor Relations team, supplemented by a LinkedIn presence and website content. The organization reinvests surpluses into the Adelaide Anglican Diocese via an annual grant, reflecting its mission-driven, non-profit structure.

Name

Anglican Funds Management

Legal name

The Synod of the Diocese of Adelaide of the Anglican Church of Australia Inc.

Website

https://anglicanfundsmanagement.com.au

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

1–10 employees

Short description

Anglican Funds Management is a non-profit, faith-aligned Australian fund manager serving exclusively Christian institutional investors — Anglican parishes, Christian schools, and registered Christian charities — with managed funds, lending, and transactional banking services under ASIC and APRA charitable exemptions.

Ownership category

akta.pro rank

Product category

Faith-Based Investment Management

NAICS

Open-End Investment Funds (525910), Grantmaking and Giving Services (81321)

SIC

Investment Advice (6282)

akta.pro primary industry

Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Faith-based investment management
• Charitable investment funds
• Religious lending services
• Endowment fund management
• Planned giving solutions

Headquarters

HQ city

North Adelaide

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Management Fees: Management fees charged on investment funds including Endowment Fund, Enhanced Income Fund, and Community Fund. Fund operates under ASIC's Charitable Investment Fundraiser (CIF) and APRA's Religious Charitable Development Fund (RCDF) regulatory frameworks.
2. Lending Interest Income: Interest income from loans provided to Anglican entities including unsecured loans (Climate Action Loans, Insurance Premium Loans) and secured loans (Line of Credit, Commercial Term Loans). Parish loans available up to 30-year terms.
3. Transaction Account Services: Monthly Income Accounts with interest-earning features for parishes and Anglican entities. Provides transactional banking services including BPAY, EFT, and direct debit capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Anglican Funds Management is a faith-aligned Australian fund manager that provides pooled investment funds (Endowment Fund, Enhanced Income Fund, Community Fund) and ancillary banking/lending services to Christian institutional investors including Anglican and non-Anglican churches, Christian schools, and registered Christian charities. It manages approximately $200.4 million in combined assets and earns revenue through management fees and interest on loans, operating under ASIC's Charitable Investment Fundraiser and APRA's Religious Charitable Development Fund regulatory frameworks.

Product overview

Anglican Funds Management operates as a specialized fund management organization providing investment services exclusively to Christian institutional investors (churches, charities, and schools). The product portfolio consists of three core investment funds: the Endowment Fund (long-term growth-oriented, 5+ year horizon, 70% growth assets), the Enhanced Income Fund (medium-risk income generation, 1-3 year horizon), and the Community Fund (Anglican-specific transactional and lending services). Supporting products include Term Investments, Monthly Income Accounts, Parish Planned Giving automated donation collection, Anglican Loans (unsecured, climate action, insurance premium, and commercial loans), and Merchant Facilities for payment processing. The organization operates under ASIC's Charitable Investment Fundraiser framework and APRA's Religious Charitable Development Fund framework, benefiting from regulatory exemptions.

Differentiator

Problem solved

Functional benefit

Products and services

• Endowment Fund A long-term investment vehicle providing both growth and distributions for Christian organisations, offering the option of bi-annual distribution or reinvestment. Targets CPI + 5% return over 5+ years with 5% annual income paid semi-annually. For Anglican churches, charities, schools, and non-associated wholesale faith-aligned investors.
• Enhanced Income Fund A medium-risk fund designed to generate reliable income from quality interest rate securities while preserving capital value. Targets outperformance of 90-Day BBSW + 0.50% pa over rolling 3-year timeframe. Suitable for 1-3 year investment horizons. For Christian churches, charities, schools, and wholesale investors.
• Community Fund Transactional and lending services exclusively for Anglican entities, including Monthly Income Accounts, Term Investments, and Anglican Loans. Primary purpose is to support parishes and associated entities of the Anglican Church.
• Term Investments Competitive fixed-term investments with terms ranging from 30 days to 1 year. Minimum investment of $1,000 for Anglican entities and $500,000 for wholesale investors. No entry, exit, transaction or account keeping fees. For Anglican entities and wholesale faith-aligned investors.
• Anglican Loans Lending services for Anglican Entities including unsecured loans (Climate Action Loans at Parish Loan Reference Rate less 1.5% for solar/carbon reduction up to $10,000, Insurance Premium Loans), Line of Credit/Overdraft facilities, and Commercial Term Loans (5 to 30-year terms).
• Parish Planned Giving Automated giving service that collects offerings via direct debit and credit card. Fully administered by AFM staff. Enables set-and-forget giving for parishioners with flexible timing options (fortnightly, monthly, quarterly, half-yearly, or annually).
• Merchant Facilities Payment terminal and software services for accepting credit card and EFTPOS/debit card payments. Provided through NAB arrangement with funds settled directly to AFM accounts overnight. Multiple options available depending on terminal functions required.

Quantifiable outcome

• Endowment Fund targets CPI + 5% per annum above inflation over rolling five-year timeframe
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Vinteract Pty LtdcoreTechnology or IntegrationTechnology partner providing software platform for web and mobile applications. AFM uses software under license agreement with Vinteract for website, investor portals, and mobile applications. Vinteract committed to protecting personal information in accordance with Privacy Act 1988.
• XerocoreTechnology or IntegrationAFM and Xero have an agreement where AFM sends direct feeds populated with transactions from AFM accounts directly into Xero organizations. Enables automated reconciliation in Xero general ledger bank accounts. Only one direct feed per bank account supported.
• National Australia Bank (NAB)coreTechnology or IntegrationSpecial NAB offer for Anglican Funds Management clients providing merchant facility services. NAB issues payment terminals and software for credit card and EFTPOS acceptance. Funds settle directly to AFM accounts overnight. Part of Group Deal Code 700003391.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Catholic Archdiocesan Development Funds (e.g. ADF Sydney): Catholic diocesan pooled-investment and loan vehicles operating under similar religious-charitable exemptions in Australia. Directly comparable on regulatory framework, pooled investment structure and institutional parish/agency customer base.
• Uniting Church in Australia Funds (UCF): Australian Uniting Church investment and loan fund operating a near-identical model: pooled investment funds plus lending facilities for Uniting Church congregations, agencies and related entities. Direct comparable on regulatory framework (RCDF/CIF equivalent), target customer (Christian institutional) and product mix (term investments + loans).
• Baptist Financial Services Australia: Australian Christian financial services provider offering investment products, lending and banking services to Baptist churches, schools and affiliated ministries. Directly comparable denominationally-narrow fund/loan model with similar regulatory positioning.
• Presbyterian Church (NSW) Property Trust Investment Funds: Denominationally-specific investment and loan fund serving Presbyterian churches, schools and ministries in NSW. Comparable faith-screened pooled investment model targeting Christian institutional investors in Australia.
• Church Super: Industry super fund for Christian (Anglican, Catholic, Protestant) workers and organisations in Australia. While structured as superannuation rather than direct investment, it competes for the same institutional Christian dollar across church, charity and education entities.
• Lutheran Laypeople's League of Australia (LLL): Faith-aligned Australian investment and benefits provider serving Lutheran individuals, congregations and institutions with pooled investment products and concessional lending. Highly comparable as a denominationally-anchored, faith-screened fund manager operating under similar Australian regulatory exemptions.
• Catholic Super: Faith-aligned superannuation fund serving Catholic institutions, schools and agencies in Australia. Comparable target market (Catholic schools, charities, parishes) with similar faith-based value alignment and institutional investor focus.
• Churches of Christ Foundation (Queensland): Faith-aligned investment, lending and property services arm of Churches of Christ in Queensland, serving churches, aged care, schools and community services. Near-identical church-investor target market and bundled financial service offering.

Regional players

• Mercy Super: Faith-aligned Australian super fund for Catholic and broader not-for-profit workers, including health, aged care and education. Comparable faith-screened institutional investor base, though structured as a superannuation fund rather than direct pooled funds.

Broad incumbents

• Commonfund: US-based non-profit investment manager serving endowments, foundations and charitable institutions with pooled funds and OCIO services. Broader incumbent in the non-profit / faith-aligned asset management category with similar institutional-Charity client focus and multi-fund structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/anglican-funds-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anglican Funds Management