Recent announcements:
-
Southern Housing statement to investors on Housing Ombudsman Service complaints review - 4 July 2023
- Our approach to mould and damp: an update for investors - 14 March 2023
As Southern Housing is a new housing association (formed following the merger of Optivo and Southern Housing Group), more information for Investors can be found on our legacy Optivo and Southern Housing Group webites.
Reports
We’re one of the largest charitable organisations in the UK and recognise the responsibility we have to take the lead on making positive improvements for people and the planet.
We’re an early adopter of the Sustainability Reporting Standard for Social Housing. We’re now publishing our first report as a combined organisation following our merger in December 2022.
For more information, please read our full ESG Report below.
Read our first Financial Statements as a combined organisation following our merger is available below.
Optivo Finance Plc is a wholly owned subsidiary of Southern Housing. Read our financial statements for Optivo Finance Plc for the year ended 31 March 2023 below.
At Southern Housing, we’re dedicated to building lasting communities through the supply of affordable housing. The provision of homes for the most vulnerable is just one available use of sustainable funding open to us. Our SFF outlines eligible spends.
Our framework allows us to spend Sustainable Bond proceeds against a wide range of important social and
environmental projects.
Trading updates:
Investor presentations
- View our investor presentation, following the release of our latest trading update (November 23).
Previous presentations:
- Investor presentation - Thursday 23 March 2023.
- Investor presentation - 16 December 2022 - Read now or watch the video.
Credit ratings
- View our latest Fitch ratings - 26 October 2023
- View our latest Moody’s rating - 25 October 2023
Sustainable Finance Framework
In our first Sustainable Finance Framework, we set out our commitment to environmental responsibility, how our activities have a positive impact on people in our communities, and our robust governance framework.
Proceeds from the framework will fund a range of sustainable and social projects including retrofitting our existing housing stock, delivering new affordable housing and a wide range of community investment initiatives that secure better futures for households living in our homes.
We have established a Sustainable Finance Group to oversee our Sustainable Finance Framework which is responsible for selecting and allocating funds to eligible projects, assessing and reporting social and environmental impacts, and ensuring continued compliance with the framework.
Southern Housing Group (SHG) documents:
- Sustainable Finance Framework (13mb)
- Sustainable Bond allocation and impact report - September 2022 (PDF, 213kb)
- Second Party Opinion (218kb) from S&P Global Ratings.
Our bonds
Find details of all our bonds, including offering circulars.
Southern Housing Group (SHG) documents:
- Offering circular (for SHG) - 2036 bonds (PDF, 4mb)
- Offering circular (for SHG) - 2039-2044 bonds (PDF, 8.65mb)
- Offering circular (for SHG) - 2047 bonds (PDF, 8.21mb)
Optivo documents:
To view information on our Optivo Finance plc Bonds please go to our Optivo Investors website.