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Can impact investors really help change the world? Here’s evidence from Regnan

Regnan has just published its first annual impact report, showing how investors are helping make the world a better place

CAN you make the world a better place by carefully choosing where to invest?

Regnan’s equity impact investing team believes the answer is yes – and they lay out their case in their first annual impact report.

Regnan Global Equity Impact Solutions fund invests in businesses we believe are best placed to solve the environmental and social challenges of our time.

The goal?

Generate market-beating, long-term returns by identifying companies that are innovating and disrupting their way to solutions for the planet’s biggest problems.

The report shows investee companies in the fund are:
  • Training young doctors in Brazil, one of the most medically under-served countries in the world (Afya)
  • Producing low-carbon cement to transform the building industry (Hoffmann Green Cement)
  • Fighting homelessness in the UK (Home REIT)
  • Developing better batteries for electric vehicles that charge 6 times faster (Ilika)
  • Making fabric from tree fibres to replace cotton, using less water and emitting no net carbon (Lenzing)

And these are just the companies added to the portfolio in 2021.

The team’s proprietary taxonomy — built on the United Nation’s Sustainable Development Goals — has identified eight themes for making an impact, from improving life expectancy to the energy transformation.

Find out about

Regnan Global Equity Impact Solutions Fund

Two themes stood out in 2021:
  • Health and well-being was thrust into the spotlight by the pandemic, which has lifted policy-maker emphasis on healthcare provision, well-being and prevention
  • A growing realisation that the world consumes resources at a higher rate than they can be replaced put the concept of the circular economy — which reuses and recycles production — into the global discourse

Investing in these enormous undertakings is made possible by Regnan’s “systems thinking” approach which seeks to generate positive, measurable social and environmental impact alongside a financial return.

“Our approach is to include impact in the investment decision, not to treat it as an afterthought,” says head of equity impact solutions Tim Crockford in the report.

“Investors can be confident that we assess impact every step of the way.”

As part of its approach, Regnan conducted 67 portfolio engagements in over the year, including 37 linked directly to environmental, social, governance or disclosure objectives.

Environmental engagements were dominated by decarbonisation, with several portfolio companies announcing net zero commitments. Diversity, equity and inclusion featured in the social engagements.

Details of these and other investments are in the Regnan Global Equity Impact Solutions Strategy’s inaugural Annual Impact Report 2021, which can be downloaded below.

About 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.

Visit Regnan.com

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 jeremy.dean@regnan.com.

This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current at August 18, 2022

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. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund.

An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.

This information is for general 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 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 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 are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst 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.

For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com

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