Responsible Investment Report

FINANCIAL YEAR 2025

Responsible investment continues to gain momentum, with ESG integration now a baseline expectation and policy frameworks, from sustainability reporting standards to carbon market reforms, strengthening across Australia.

SUSTAINABLE GROWTH IN ACTION

Roc Partners has long recognised that delivering attractive risk adjusted returns for our investors requires careful assessment of the breadth of environment, social and governance factors. Our commitment to responsible investment is embedded in our processes, policies, and partnerships. We will continue to focus on opportunities where sustainable practices and investment performance are aligned, delivering outcomes that benefit our investors, the companies we back, and the communities in which we operate.

Responsible Investment and ESG highlights

UN PRI

2024 Transparency Report

Completed our second Transparency Report and achieved above the median scores for three modules.1

57%

CARBON EMISSIONS ASSESSMENT

57% of direct portfolio companies have completed a baseline carbon assessment for scope 1 and 2 emissions, including third-party verification.

100%

ORGANISATION EMISSIONS OFFSET

Measured and offset 100% of our scope 1, 2 and 3 emissions.2

100%

ESG due diligence​

Completed ESG due diligence on 100% of new deals in FY25. 3, 4

100%

ANNUAL ESG Reporting

All direct portfolio companies completed annual ESG reporting.

23 Sessions

ESG training

Our employees collectively attended over 23 ESG-related internally and externally facilitated training sessions.

RESPONSIBLE INVESTING IN DISCUSSION​

Responsible investment report

Our well-established responsible investment approach continues to strengthen through our ongoing commitment. Our 2025 Responsible Investment Report showcases our achievements over the past year and the long-term value created through our investments.

Responsible Investment at Roc Partners

We hold ourselves accountable for shaping tomorrow, and our approach to responsible investment is strongly aligned to realising a more sustainable future.

1 Policy, Governance and Strategy; Direct Private Equity; and Confidence Building Measures.
2 Excludes financed emissions.
3 Refers to new portfolio companies (direct), funds, co-investments or secondary interests (collectively, “multi-strategy”), and underlying assets (private credit) only. It does not include follow-on capital for
existing investments or continuation vehicles Roc Partners has previously invested in. This excludes bolton acquisitions and other investments related to existing portfolio companies within our direct portfolio.
4 ESG due diligence approach varies according to the investment strategy and Roc Partners’ ability to influence and control ESG performance post-acquisition.

CONTACT US

If you’re a sophisticated investor, a business seeking capital or a business adviser with an opportunity you would like to discuss, please contact our team today. For business owners seeking capital please also include a brief description including the company name and turnover.

Hive and Wellness Group

(Unrealised)

Investment Year

EXIT YEAR

Description

The Local Broadband Network Company (LBNCo) is an installer and owner of superfast broadband networks in residential developments. LBNCo is engaged by property developers to install and maintain the fibre infrastructure, and sells ‘wholesale’ network acces to the retail service providers who then provide services to the tenants. LBNCo is now part of Uniti Group (ASX: UWL) following its acquisition in August 2019.

Stone Axe Pastoral

(Unrealised) 

Investment Year

Description

Stone Axe is a producer of ultra-premium wagyu beef. The company has operations in NSW, QLD, WA and Victoria and is actively growing its herd via large scale embryto transfer program. Stone Axe has rapidly grown to become on of the largest fool blood wagyu producers in the world.