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A strategy that combines positive change and attractive returns?
It’s possible with Regnan Global Equity Impact Solutions Fund
An exclusive system to analyse innovators Developed over several years, our system allows us to identify innovative companies we believe are well-placed to find solutions for the world's biggest problems, as identified by the United Nations. Read more
A strategy positioned for long-term change The UN is calling for trillions of dollars in investment to address its Sustainable Development Goals. Our investing system links the UN's most pressing global environmental and social problems to solutions sold by companies today. Read more
A different path to growth returns The pursuit of impact is driving companies to innovate in areas that others are overlooking. Rather than investing in companies fighting for the same pie, we look for companies that are redefining their markets. As those markets grow, these companies stand to grow. Read more

Who is Regnan?

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

Regnan’s Global Equity Impact Solution Fund is distributed in Australia by Pendal.

Visit the Regnan website

What is impact investing?

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.

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Ethical funds were originally about screening out companies such as tobacco growers, casinos and weapons makers. Today investors use Environmental, Social and Governance (ESG) factors to evaluate all companies.

Impact investing goes a step further, recognising that portolios can be biased towards companies that generate positive outcomes for the world, while also delivering strong returns.

We define impact investing as investing in companies that are growing because their products and services are delivering innovative solutions to society’s underserved needs.

“Impact investing aligns that market-based incentivisation motive with the broader non-financial problems that need fixing,” says Tim Crockford, Head of Regnan Equity Impact Solutions.

$19.9 billion

Value of Australian impact investment products, 2019

Responsible Investment Association Australasia
(2020 Australian Impact Investor Report)

$100 billion

Potential demand for impact investment products among Australian investors over the next five years.

Responsible Investment Association Australasia
(2020 Australian Impact Investor Report)

Our approach

Regnan Global Equity Impact Solutions aims to generate market-beating long-term returns by investing in solutions to the world’s environmental and societal problems.

Investing with impact

Launched in October 2020, Regnan Global Equity Impact Solutions is a high conviction, diversified, global multi-cap portfolio with very low turnover and a strong emphasis on driving impact through engagement. Our experienced four-person impact investment team aims to generate long-term outperformance by investing in mission-driven companies that provide solutions for the growing unmet sustainability needs of society and the environment.

Regnan's impact investment team uses the 17 United Nations Sustainable Development Goals (SDGs) and their 169 underlying targets as an investment lens.

17 global goals: the United Nations Sustainable Development Goals

In 2015, world leaders agreed to 17 global goals, known as the UN Sustainable Development Goals (or SDGs).

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Five years on the United Nations is calling for significant new investment to address the SDGs.

In 2019 the UN called for “a decade of ambitious action” to deliver the goals by 2030. There’s an estimated gap of $US2.5 trillion to $US3 trillion per year to achieve the SDGs in developing countries.

But the potential dividends of that investment are significant.

Achieving the SDGs could open up $US12 trillion of market opportunities and create 380 million new jobs, the UN believes. Action on climate change could result in US$26 trillion worth of savings by 2030.

A “fundamental shift in the international financial system is needed to align global economic policies and financial systems with the 2030 agenda”, UN Secretary-General António Guterres said in 2019.

“National policy frameworks are key to reducing risks, creating an enabling business environment, incentivising investment in public goals and aligning financial systems with long-term sustainable development.”

A unique ‘taxonomy’ that guides decision-making

Drawing on the SDGs and their targets, we built a comprehensive proprietary framework – the Regnan SDG Taxonomy (PDF).

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Our taxonomy takes the most pressing global environmental and social problems and links them to the solutions sold by companies today. We believe that by analysing these solutions our taxonomy allows us to identify companies with a strong chance of producing market-beating, long-term returns.

We use a rigorous approach to testing the potential of each of the solutions to deliver a large-scale impact. We do this by formulating a Theory of Change and looking at the expected total addressable market for each of them.

You can download a copy of Regnan’s Sustainable Develoment Goals Taxonomy here (PDF).

A growing set of solutions

Regnan has identified more than 150 solutions and an investment universe of some 2,200 listed companies. These numbers are growing as our new global equities impact investment team benefits from the deep experience of our Engagement, Advisory and Research experts. From this universe we choose companies with the best potential for share price growth based on their innovative and effective SDG solutions.

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Our eight current portfolio themes:

Health & Wellbeing
Improved life expectancy and quality

Energy Transition
Transforming the energy system to power a low-carbon economy

Circular Economy
Resource efficiency, reusability and recyclability

Future Mobility
Low carbon transportation

Food Security
Sustainable food supply and productive farmlands

Education
Access to quality education

Financial Inclusion
Financial Services for underserved populations

Water
Preservation of and access to water

We aim to achieve positive impact by:

Keeping companies on mission

We engage with management to influence strategy and try to keep them focused on business areas that contribute to solutions.

Engaging to reduce negative impacts

We talk to the management of portfolio companies about issues such as the environmental footprint of their supply chains and working conditions in their suppliers’ factories. By reducing negative impact, we aim to magnify total net positive impact.

Supporting management

We invest in companies we believe should outperform the market in the long term. Assuming we retain our initial conviction, sometimes this means accepting underperformance in the short term, because the management prizes long-term potential over the next quarter’s earnings. Our support, as a long-term investor, increases the company’s ability to stay impactful.

Our team

Maxime Le Floch

Analyst

Maxime is an investment analyst dedicated to the strategy. He has a decade of experience in sustainable investment. Previously, as an investment analyst at Hermes from 2016, he participated in the design, launch and management of the Hermes Impact Opportunities Equity Fund. Prior to this he led the integration of ESG and stewardship across investment strategies.

Maxine Wille

Analyst

Maxine is an investment analyst dedicated to the strategy. She was previously an analyst on the Hermes Impact Opportunities Equity Fund. Maxime transferred to the Hermes Impact team in 2016, having initially joined the Hermes EOS team in 2014. She headed up the chemicals sector team, while also focusing on the financial services, industrials and technology sectors.

Mohsin Ahmad

Fund Manager

Mohsin is a fund manager dedicated to the strategy. He was previously a senior analyst on the Hermes Impact Opportunities Equity Fund, having joined Hermes in 2017. Prior to Hermes, Mohsin was an investment manager in Global Equities at Pictet Asset Management. At Pictet his experience included working on thematic equity funds including Water, Clean Energy and Agriculture.

Tim Crockford

Senior Fund Manager

Tim Crockford leads the Regnan Equity Impact Solutions team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes.

Sales

Jeremy Dean

Head of Regnan and Responsible Investment Distribution

As at 31/03/21
Period ending:
As at
31/03/21
1m 3m 1yr 3yr (p.a) 5yr (p.a) % since inception
Total return After fees -0.63 -1.83 - - - -0.13
Distribution 0.00 0.00 - - - 0.00
Growth -0.63 -1.83 - - - -0.13
Total return (Before fees and tax) -0.54 -1.59 - - - 0.19
Benchmark: MSCI AC World IMI Index (Net) in AUD 4.28 6.52 - - - 6.77
Apply for the Regnan Global Equity Impact Solutions Fund
Apply online via Mainstream or download the form.

Fund information

Entry price

$1.0203 (15/04/2021)

Exit price

$1.0162 (15/04/2021)

History View history
Significant features

Regnan Global Equity Impact Solutions Fund is an actively managed global equities portfolio that aims to provide a positive impact by investing in companies with the potential to address the world’s major social and environmental challenges, alongside a financial return.

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

$25,000

Benchmark

MSCI ACWI IMI Index in AUD

Distribution frequency

Annual

Distribution (cpu)

Expected initial distribution date: June 30, 2021

Distribution History

Available soon

MIT Notice

Available soon

Management Cost

0.90% pa

Buy Sell spread

0.40% (0.20%/0.20%)

Risks

An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the Product Disclosure Statement (link below).

APIR Code

PDL4608AU

Monthly Fact Sheet

Available soon

Product Disclosure Statement Download here
Additional Information Download here
Annual Report

Available soon


This information is for general information and is not to be regarded as a securities recommendation. Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where “Growth” returns are shown, these represent the percentage change in the value of units in the fund excluding any distributions paid. “Distribution” returns equal the difference between the “Total return (After fees)”, and the Growth return. Where performance returns are quoted “After fees and tax”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees and tax”, they exclude the effects of management costs and any taxes. In the case of the Pendal Managed Cash Fund and the Pendal Stable Cash Plus Fund all returns are calculated using the average of the daily distribution yields and assume monthly reinvestment of distributions. You can view our Unit Pricing Discretions Policy here.