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Regnan, the responsible investment management affiliate of J O Hambro Capital Management (JOHCM), announces the launch of the Regnan Sustainable Water and Waste Fund, a UK onshore OEIC, and Regnan’s second investment strategy available to UK investors, following the launch in October 2020 of the Regan Global Equity Impact Strategy. The strategy marks the continued growth of Regnan’s investment capabilities and brings together an experienced and talented team of investors with the leading stewardship services of the Regnan Insights and Advisory Centre.
The aim of the fund is to generate capital growth over rolling 5-year periods and to pursue a sustainable objective by investing in companies which provide solutions to global water and/or waste related challenges. The team invest across the water and waste value chains, including in companies developing new technologies to meet the ever-growing demand for solutions to these challenges.
Led by Bertrand Lecourt, the two-person Regnan Sustainable Water and Waste team are pioneers in combining exposure to both water and waste-related companies. The team previously managed the Fidelity Funds - Sustainable Water & Waste Fund, which Lecourt launched in 2018.
Alexandra Altinger, JOHCM CEO - UK, Europe & Asia, commented: “This is an important step forward for Regnan and JOHCM. As our second Regnan offering and our first thematic fund, the Regnan Sustainable Water and Waste fund launch is reflective of how we as a company are evolving to meet our clients’ needs. Bertrand and Saurabh are a dynamic and passionate team with proven credentials and an innovative strategy.”
Bertrand Lecourt, Head of Thematic Investments Strategies, said: “I am proud and excited to launch the Regnan Sustainable Water & Waste strategy with Saurabh alongside the highly experienced and dynamic Regnan Sustainable Team. Our focus is to deliver compelling returns, diversification benefits and the highest standard of service to our investors, as global allocations shift towards more thematic and sustainable solutions.”
An annual management charge of 0.85%, subject to a minimum £1,000 investment, will apply for the Fund’s 'A' share class, with GBP unhedged and hedged share classes available. Large investors can take advantage of a seed share class featuring reduced fees and an expense ratio cap. The seed share class is subject to a minimum initial subscription of £1 million and has a £100 million limit.
Subject to regulatory approval, an Irish-domiciled OEIC sub-fund will also be launched in coming weeks to allow European and Asian investors access to the investment strategy.
The fund will be managed by Bertrand Lecourt and Saurabh Sharma as part of the growing thematic range that includes the successful Regnan Water and Waste Fund.
Embracing Sustainable Investing as a Catalyst for Change in a Shifting World
UK water companies have been in hot water recently, Betrand Lecourt explains why the strategy is invested in two of them.
Should investors stick to large-cap, which has served many so well, or are is now the time to take a fresh look at small and mid-caps?
Water and waste offer strong diversification benefits – but fundamentals matter for the long-term
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