Impact investing in action: Regnan team releases maiden quarterly report

Regnan's impact investment team (l-r) Mohsin Ahmad, Maxine Wille, Maxime Le floch and Tim Crockford

Regnan’s impact investment team … (l-r) Mohsin Ahmad, Maxine Wille, Maxime Le floch and Tim Crockford


Regnan’s impact investment team has released its maiden quarterly impact report for the Regnan Global Equity Impact Solutions fund.

It’s the first report since senior fund manager Tim Crockford and his impact investment team moved to Regnan — a global leader in responsible investing. Regnan is part of Pendal Group.

In the report, which can be downloaded here, Crockford and his team demonstrate how innovation in agriculture is “spawning a multitude of new technologies and business models, providing attractive investment opportunities”.

The report also outlines investments in German recycling innovator Befesa and Brazil-based educator YDUQS.

“The team and I are excited to be up and running again, having successfully launched the Regnan Global Equity Impact Solutions strategy in October 2020 in the UK, and more recently in Australia,” Crockford says in the report.

Download Regnan Global Equity Impact Solutions fund quarterly report

Impact investing aims to generate both a financial return and a positive impact on society.

It’s the latest stage in the evolution of responsible investing, which began in the 1980s with the emergence of ethical funds created by faith-based groups looking to align their investments with their values.

Ethical funds were originally about screening out companies such as tobacco growers, casinos and weapons makers. But impact investing goes further, recognising that portfolios can be biased towards companies that generate positive outcomes for the world, while also delivering strong returns.

“This is the evolution of the project we started together back in early 2016,” Crockford says in the report.
“Our ambition has always been to create an exciting, differentiated core global equity solution for our clients… A solution that allows investors to deliver a genuine positive impact by investing in mission-driven companies that create the environmental and social solutions which drive the advancement of our productive systems.”

Download the Regnan Global Equity Impact Solutions Fund Quarterly Impact Report (Q1 2021)


Who is Regnan?

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.

The Regnan Global Equity Impact Solutions Fund invests in mission-driven companies we believe are well placed to solve the world’s biggest problems.

The Regnan Credit Impact Trust (available in Australia only) invests in cash, fixed and floating rate securities where the proceeds create positive environmental and social change.

Both funds are distributed by Pendal in Australia.


Find out about Regnan Global Equity Impact Solutions Fund

Find out about Regnan Credit Impact Trust

For more information on these and other responsible investing strategies, contact Head of Regnan and Responsible Investment Distribution Jeremy Dean at

Regnan is a standalone responsible investment business division of Pendal Group Limited (Pendal). Pendal is an Australian-listed investment manager and owner of the J O Hambro Capital Management Group.
Regnan’s focuses is on delivering innovative solutions for sustainable and impact investment, leaning on over more than 20 years of experience at the frontier of responsible investment. “Regnan” is a registered trademark of Pendal.
The Regnan business consists of two distinct business lines. The investment management business is based in the United Kingdom and sits within J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority and is registered as an investment adviser with the SEC.
“Regnan” is a registered as a trading name of J O Hambro Capital Management Limited.
The investment team manages the Regnan Global Equity Impact Solutions (RGEIS) strategy, which aims to generate market-beating long-term returns by investing in solutions to the world’s environmental and societal problems.
The RGEIS strategy is distributed in Australia by Pendal Fund Services Limited.
Alongside the investment team is the Engagement, Advisory and Research (EAR) team of Pendal Institutional Limited in Australia, which has a long history of providing services on environmental, social and governance issues. While the investment management team will often draw on services from and collaborate with the EAR team, they remain independent of the EAR team and are solely responsible for the investment management of the RGEIS strategy.
The Regnan Credit Impact Trust (available in Australia only) invests in cash, fixed and floating rate securities where the proceeds create positive environmental and social change. Regnan Credit Impact Trust is distributed in Australia by Pendal.
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 February 25, 2021. 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 (ARSN 645 981 853).
A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1800 813 886 or visiting 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.