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Investing funds for purpose


For your Church For your Charity For your School

Historically founded and established by and for the Adelaide Anglicans. Over the years we have expanded our services nationally to include other faith aligned churches, charities and schools

Investing for your mission


We assist Churches with investing.

We support Churches with cash facilities, term investments, loans and diversified managed funds.


Faith Aligned Charities

We partner with faith-aligned charities to extend their funding and giving programs.


Christian Schools

We tailor solutions for schools’ cashflow, lending and investing needs. 

We are stewards

In support of the entities that invest with us

ABOUT US INVESTMENT FUNDS

Frequently Asked Questions

No. Anglican Funds Management provides Investment Portfolio Services to Christian Institutional Investors in Australia. This special class of investor is specific, and we are limited to investors on behalf of Christian Schools, Registered Christian Charities, and Incorporated Christian Religious Institutions. Individuals may invest money into Schools, Charities and Churches that are incorporated, however we do not set up accounts for the category of Retail Customers.

No. Anglican Funds Management provides Investment Portfolio Services to Christian Institutional Investors in Australia. However, this special class of investor is specific, limited to Christian Schools, Registered Christian Charities, and Incorporated Christian Religious Institutions. Money held in superannuation is governed under SIS Legislation, Under the sole purpose test for Super Investments, money is held in trust for individual retirement benefit once meeting certain conditions of release. As this category is considered investing for the benefit of individuals, Anglican Funds Management is restricted from being able to invest on behalf of Super Funds.

No. Anglican Funds Management provides specialized services via its community fund to Anglican-only investors. One of the additional services offered to Anglican Entities is the ability to participate in applying for loans. Lending services are restricted to Anglican Institutional Investors only. Therefore, if your organization is not Anglican, you would not be eligible to apply for a loan through Anglican Funds Management.

Anglican Funds Manage provides Term Investments to Christian Schools, Churches and Charities. Minimum Term Investments are as low as $1,000 for Anglican Entities.

Contact Us

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    AFM News

    2 October, 2026

    RBA Rate Announcement Sep 2026

    RBA Rate – Announcement Sep 2026 meeting

    In its latest decision on 29 September 2026, the Reserve Bank of Australia (RBA) has raised the cash rate by 25 basis points to 4.60%. The increase comes after the RBA held rates at 4.35% in August, following three earlier increases this year and marks the highest cash rate since late 2011.

    The Board remains focused on ensuring that high inflation does not become embedded, noting that some of risks it flagged in August have begun to materialise, and highlighted the need to keep demand sufficiently restrained to bring inflation sustainably back towards its 2–3% target.

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    4 September, 2026

    30th June 2026 - AFM Endowment Fund Performance Update

    AFM continues to provide solid fund performance for Churches, Schools and Charities across Australia, with both the Endowment Fund and the Enhanced Income Fund performing above benchmark.

    At Anglican Fund Management, we provide investment options for both Anglican and Non-Anglican Christian Schools, Churches and Charities.

    If you're one of these institutional investors, and you wish to have an investment manager that considers both ESG (Environmental, Social, Governance) and BRI (Biblically Responsible Investment) Principles, please be in touch.

    At Anglican Funds Management we're for advancing your mission.

    1300 059 305.

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    2 September, 2026

    What if Your Resources Could Do More?

    So, you’re a Christian organisation. Investing may not be at the top of your agenda — your focus is on serving people, running programs and making a difference. But all of that takes resources.

    We can ask people to give more, cut costs, find more volunteers or reduce what we provide. But there’s another question worth asking: What if the resources you already have could generate a steady income to support your mission?

    That’s where Anglican Funds Management (AFM) comes in.

    For many years, we’ve helped Christian organisations across Australia invest with a focus on regular income, long-term growth and managing risk. Our investors know their funds have a purpose beyond simply achieving a return — they are there to support their organisation’s mission.

    A different approach to investing

    One of the things that sets AFM apart is how we build our portfolios. Our investments undergo both ESG and Biblical screening, reflecting the values of the Christian organisations we serve. Importantly, the types of businesses and assets we invest in can also mean our portfolios are generally less volatile and carry less risk than many traditional secular growth funds. We don’t believe you need to avoid growth assets to manage risk. Instead, we combine growth investments with defensive assets and other investments designed to help smooth the investment journey.

    The AFM Endowment Fund, for example, has a 70/30 growth-to-defensive allocation and aims to outperform inflation by 5% per annum over the longer term.

    For a church, school or charity, investment income can help fund ministry, programs and charitable activities. So when markets become volatile, the impact can go well beyond an investment statement.

    Markets have certainly been volatile recently, yet for the year ended 30 June 2026, the AFM Endowment Fund delivered an annual return of 7.6% after fees, That’s better than the rolling term deposit strategy I see with Christian Organisation far too often. While this was slightly below the Fund’s long-term benchmark, it highlights the value of our approach. We can’t eliminate volatility, but we deliberately construct our portfolios with the aim of providing a smoother, more consistent investment experience.

    It’s an approach that has made AFM a fund of choice for many conservative Christian churches and organisations seeking an investment manager who understands both their financial needs and their values. And our reach is growing. Over the past two years, the AFM Endowment Fund has expanded beyond its traditional Anglican base and is now open to other Christian institutional investors.

    So perhaps the question isn’t simply: “What investment will give us the highest return?” It might be:

    “How can we invest our resources wisely, in a way that reflects our values, manages risk and supports our mission for years to come?”

    At AFM, that’s what we’ve been helping Christian organisations do for many years.

    We offer Term Investment Options, as well as longer-term investment solutions designed to provide growth and regular income.

    To learn more about our investment philosophy, including our Biblical and ESG screening, contact our Investor Relations team on 1300 059 305 or visit Anglican Funds Management.

    Author Mark Wiersema

    National Relationship Manager at Anglican Funds Management.

    02/09/2026

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