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Scarab Green Real Assets Fund

United States of America

Last updated 17 September 2023, by Impactyield.

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Scarab Green Real Assets Fund (SGRAF) is a fund of funds with a ten year holding period that serves as an alternative to Real Estate Investment Trust (REITS) or direct investments in real estate, timber or agribusiness.

SGRAF invests in sustainable timber funds, green real estate funds, is seeking sustainable agriculture funds and, in the future, may invest in green infrastructure funds in any global region.

The funds in SGRAF must be known for sustainable management practices.


Asset class

Fund style


Financial description

Q3 2013 Financial Update:
SGRAF lost ground by 1.39%, versus its benchmark, a 50/50 blend of Wilshire’s Global REIT Index and UBS Commodity Index, but outperformed year to date with 7.95% growth by the end of the third quarter while the blended index benchmark was down (4.2%).
Typically, valuations are increased annually upon receipt of audited financial statements of underlying investments. The remainder of the year, SGRAF may show negative returns solely due to fees and expenses. SGRAF requires patience and its performance will be most clearly seen only over longer periods of time, via exits and occasional valuation changes announced due to revaluation of properties, timber prices or due to federal tax credits for land restoration or sustainable job creation.

12 years

of track record

2012

the year funded

n.a.

AUM

Interested in this fund?
Log in or create an account to request more information.

Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.

Asset manager

Key performance indicators

Fund overview

Asset manager: 3Sisters Sustainable Management

Product track record: Fund has 12 years of track record

Target IRR: 10%

Committed Capital: 2,300,000 USD (US Dollar)

Target return category: Risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage:

Inception year: 2012

Vintage year: 2012

Target region: , , ,

Target close date: n.a.

Product term: Open-ended

Assets under management: n.a.

Investment size: Min: 100,000; Max: 0; Avg: 0

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 3

Fund investments to date exited or repaid: 0

Management fee: 1%

Carried interest: n.a.

Hurdle rate: n.a.

GIIN Investors' Council Investment: No

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Family Office

Contact

E-mail: butler@3sistersinvest.com bingham@3sistersinvest.com

Website: https://www.3sistersinvest.com/

Phone number: 2155254857.00

If you wish to have your details removed from this database please email gdpr@impactyield.com


Benjamin Bingham

Founder & CEO

Kyle Nadar

Marketing & Sales Support

Impact Performance

n.a.

Impact thesis

SGRAF invests in sustainable timber funds, green real estate funds, is seeking sustainable agriculture funds and, in the future, may invest in green infrastructure funds in any global region.
In selecting investments for this fund, the primary benchmark for “green real estate” will be whether the real estate meets the standards of performance (energy efficiency, durability, low maintenance, healthy environment, and other benefits of rigorous green design and construction) achieved or demonstrated by the US Green Building Council’s LEED Certification program. Timber and forestry funds will be selected based on whether the underlying investments meet independent standards for sustainable practices.

Impact Management

n.a.