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Wholesale and institutional investors invested in Pendal managed funds can view their accounts online via a secure log-in section. After registering, you can access your account balances, month-end statements, transaction histories and distribution details.

Introducing Regnan:
a leader in responsible investing

Regnan is a responsible investment pioneer with a long, proud heritage in providing advice and insights on environmental, social and governance issues.

Regnan’s Credit Impact Trust is distributed in Australia by Pendal.

A defensive investment strategy that puts capital to work for positive change
A straight-forward first step into impact investing Provides easy access to an institutional-grade impact investment fund that is highly liquid, diversified and scalable.
Transparent reporting brings to life the positive impact of your investments Invests in green and social bonds that fund projects designed to bring measureable, positive change to people and the planet
A low-risk complement to your existing cash and fixed income investments Targets financial returns of cash plus 1% to 3% per annum

Our performance

We don’t invest in something just because it feels good. This is a high-quality, liquid portfolio that fits into your defensive allocation. Investments must satisfy Pendal’s well-regarded fixed income process. The fund aims to deliver a return of the cash rate plus 1-3% per year.

Find out more
Return since inception (before fees)

at 31/12/20

Source: Pendal

Benchmark since inception

at 31/12/20

Source: Pendal

Our impact

We focus on investments that advance the UN’s Sustainable Development Goals including:

  • Improving access to food, water, shelter or healthcare
  • Preserving climate stability, biodiversity or natural resources
  • Advancing empowerment, resilience or innovation

increase in market use of green, social and sustainability bonds in 2019

– RIAA IR 2020 Benchmark Report

of professionally managed assets in Australia are now related to responsible investing

– RIAA IR 2020 Benchmark Report

Calculate your impact

Here are some of the ways Regnan Credit Impact Trust is making the world a better place (data current at September 30, 2020).

Enter an amount and click “Calculate” to see what your impact could be:

$

An investment of A$ 33,030,497 in CRIMP...

10,658

megawatt-hours of renewable energy generated (power for 2,319 Australian homes)

8,660

tonnes of greenhouse gas emissions avoided (that's like taking 3,808 cars off the road per year)

120,626

litres of water recycled

78

hectares of forest restored (the size of 44 Melbourne Cricket Grounds)

2,997

under-privileged students educated*

13,284

micro-finance loans for budding entrepreneurs in under-developed nations*

4,850

loans for female entrepreneurs with limited access to finance*

173

teachers trained*

1,492

small farmers gain better agriculture technology*

278

under-privileged children benefit from health and nutrition programs*

33,218

people gain communication technology in remote areas of under-developed countries*

12

buildings funded for community housing projects

3,578

passenger trips on sustainable transport


(*) This contribution is based on forecast numbers provided by the issuer of the bond.

The impact numbers are based on data since fund inception in Jan 2020 to Sep 30, 2020.

Mapping investments to the
Sustainable Development Goals (SDGs)

IFC Social Bond

IBRD Green Bond

IFC Social Bond

Australian Catholic University

Sustainable Bond

IFC Social Bond

Australian Catholic University

Sustainable Bond

IFC Social Bond

IADB EYE Social Bond

IFC Social Bond

IBRD Green Bond

Aquasure Vic Desalination

NAB Climate Bond

Westpac Climate Bond

IBRD Green Bond

Woolworths Green Bond

Mitsubishi UFJ Green

CBA Climate Bond

Australian Catholic

University Sustainable Bond

IADB EYE Social Bond

IFC Social Bond

Australian Catholic University

Sustainable Bond

NAB Climate Bond

Westpac Climate Bond

IBRD Green Bond

Woolworths Green Bond

Mitsubishi UFJ Green

CBA Climate Bond

NAB Climate Bond

Westpac Climate Bond

CBA Climate Bond

Australian Catholic University

Sustainable Bond

NAB Climate Bond

Westpac Climate Bond

IBRD Green Bond

Woolworths Green Bond

CBA Climate Bond

Australian Catholic University Sustainable Bond
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NAB Climate Bond
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Westpac Climate Bond
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IFC Social Bond
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IBRD Green Bond
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IADB EYE Social Bond
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Woolworths Green Bond
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Aquasure Vic Desalination
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Mitsubishi UFJ Green
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CBA Climate Bond
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Source: https://sustainabledevelopment.un.org/sdgs. These are 13 of the 17 SDGs. The others are: Life Below Water, Life on Land, Peace and Justice Strong Institutions, Partnerships to achieve the Goal

Fixed income impact investment is a fast-growing but still relatively new segment of capital markets. Portfolio manager George Bishay takes a deep look at impact bonds and answers questions we often hear from clients.
Regnan's Credit Impact fund invests in global social bonds that provide low-cost business loans in developing countries.
Read the latest quarterly update from Pendal's Bond, Income & Defensive Strategies team (October 2020)

Portfolio manager

George Bishay

Bond, Income & Defensive Strategies

Managing a mix of credit, fixed interest and enhanced cash portfolios, George holds a wealth of experience in portfolio management and credit analysis with a specific focus on Asset Back Securities,  Industrials, Real Estate and Resources sectors.

George has managed dedicated sustainable fixed interest portfolios for a decade.

He has also worked across numerous fixed income, credit and money market portfolios in portfolio management, credit analysis and dealing roles for more than 20 years.

In 2019 George was awarded the Alpha Manager status by Money Management’s parent FE fundinfo in recognition of his career-long performance in the asset management industry.

Sales

Jeremy Dean

Head of Regnan and Responsible Investment Distribution

Performance

As at 31/12/20

1m 3m 6m 9m % since inception
29/01/2020
Total return (Before fees and tax) 0.60 1.98 2.85 4.85 4.20
Benchmark: RBA cash rate 0.01 0.04 0.10 0.16 0.26

Source: Pendal. Past performance is not a reliable indicator of future performance.

Key information

Entry price

1.0329 / 19/01/2021

Exit price

1.0307 / 19/01/2021

History View history
Significant features

The Regnan Credit Impact Trust is an actively managed portfolio of fixed and floating income securities. The trust focuses on investments anchored to impact goals adapted from the United Nations Sustainable Development Goals.

Fund objective

The trust aims to generate positive and measurable social or environmental impact, or both; and a return (before fees, costs and taxes) that exceeds the RBA cash rate over rolling 3-year periods.

Minimum investment

$500,000

Benchmark

RBA cash rate

Distribution frequency

Quarterly

Distribution (cpu)

$0.3000 (30/09/2020)

Distribution History

View history

MIT Notice

View history

Management Cost

0.50% p. a.

Buy Sell spread

0.20% (0.06%/0.14%)

Risks

An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the PDS.

APIR Code

PDL5969AU

Monthly Fact Sheet Download here
Information Memorandum Download here
Annual Report

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