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Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
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
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
Portfolio manager
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
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
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 | |
| MIT Notice | |
| 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 | Check back soon |