November 24, 2020 / Regnan Global Equity Impact Solutions Fund
REGNAN is a responsible investment leader with a long and proud heritage providing advice and insights on important environmental, social and governance issues.
For many years our pioneering analysis has changed the way investors and businesses think about value creation and their wider responsibilities to society.
Building on that expertise, Regnan has now expanded its capabilities into responsible investment funds management, backed by the considerable resources of Pendal Group.
While continuing to provide engagement, advisory and research services, Regnan now also delivers innovative sustainable and impact investment solutions.
The new Regnan Global Equity Impact Solutions Fund invests in mission-driven companies we believe are well placed to solve the world’s biggest problems.
Managed by a four-person investment team based in London, the fund aims to outperform the broad global equity market over the long term by investing in companies that provide solutions for the growing, unmet sustainability needs of society and the environment.
The team’s investment lens is a bespoke Regnan taxonomy system based on the 17 United Nations Sustainable Development Goals and their 169 underlying targets.
Distributed by J O Hambro, the fund launched in the UK in October and is expected to be available in Europe in November. Australian availability is expected in early December, distributed by Pendal.
In Australia only we have launched the Regnan Credit Impact Trust, distributed via Pendal. This strategy invests in cash, fixed and floating rate securities where the proceeds create positive environmental and social change.
Our new look
Reflecting our new, expanded mission, Regnan is introducing a new look — and soon a new website.
The new Regnan logo — seen at the top of this website — evokes shifting tectonic plates, signifying the permanent change that sustainability brings to the investment landscape.
The logo also emphasises the “Re” in Regnan — a prefix seen in words such as re-make, re-imagine, re-vamp — and responsible investing.
The name Regnan itself — taken from the world’s tallest flowering plant (Eucalyptus Regnans) — remains a lasting symbol of leadership, focus and determination to look far into the future on behalf of our clients.
Regnan is part of Pendal Group, an Australian-listed investment manager and owner of J O Hambro Capital Management (JOHCM).
Regnan is a responsible investment leader with a long and proud history of providing insight and advice to investors with an interest in long-term, broad-based or values-aligned performance.
Building on that expertise, in 2019 Regnan expanded into responsible investment funds management, backed by the considerable resources of Pendal Group.
For more information, please contact Head of Regnan and Responsible Investment Distribution Jeremy Dean at [email protected].
This article has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at November 27, 2020. It is not to be published, or otherwise made available to any person other than the party to whom it is provided. PFSL is the responsible entity and issuer of units in the Regnan Global Equity Impact Solutions Fund (Fund) ARSN: 645 981 853. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This article is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
The information in this article may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this article is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
Any projections contained in this article are predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.