J O Hambro Capital Management (JOHCM) announced today the launch of the Regnan Global Equity Impact Solutions (REGIX), Regnan’s first mutual fund offering within the United States. This follows the launch of funds for UK, European and Australian-based investors in late 2020 and early 2021. Regnan is the impact and sustainable investment brand of Pendal Group, JOHCM’s parent company, and a pioneer in Environmental, Social and Governance (ESG) advice.
The Fund aims to generate long-term outperformance by investing in companies that create value for investors by providing solutions for the growing underserved sustainability needs of society and the environment. The Fund uses the 17 United Nations Sustainable Development Goals (SDGs) and their 169 underlying targets as an investment lens to identify the solutions needed. This is a high conviction, diversified, global multi-cap equity portfolio with a strong emphasis on driving additional impact through engagement.
Led by Tim Crockford, the four-person Regnan Equity Impact Solutions team are pioneers in impact investing in public equity markets. Before joining Regnan in June 2020, the team managed the Federated Hermes Impact Opportunities Equity Fund, which Crockford launched in December 2017.
Crockford said: “We are excited to bring the fund to US investors after the very successful launch of our UK, European and Australian funds. We are seeing increasing interest in public market impact investing from a broad range of clients. Investors are being drawn to an approach that targets an index-beating return through long-term investment in companies providing solutions to the environmental and social problems facing the world.”
“With Regnan’s depth of ESG investment expertise under Tim Crockford’s stewardship, we are confident that US investors will see the purity in the team’s investment process,” said John Reifsnider, newly appointed CEO of Pendal’s US businesses. “The majority of evidence suggests ESG and Impact has yet to be fully leveraged in the US,” Reifsnider continued. “We look forward to Tim and his team being at the vanguard of our effort in the US market.”
Disclaimer
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The Fund intends to invest its assets in companies that meet its impact investing criteria pursuant to the Regnan Taxonomy. This may affect the Fund’s exposure to certain companies or industries and the Fund will forego certain investment opportunities. The Fund’s results may be lower than other funds that do not seek to invest in companies based on expected environmental or societal impact outcomes. Successful application of the Fund’s impact investing strategy will depend on its portfolio managers’ ability to identify and analyze a company’s impact, and there can be no assurance that the strategy or techniques employed will be successful.
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending any money. This and other important information about the Funds can be found in the Fund’s(s) prospectus or summary prospectus which can be obtained at www.johcm.com or by calling 866-260-9549 or 312-557-5913. Please read the prospectus or summary prospectus carefully before investing. The JOHCM Funds are advised by JOHCM (USA) Inc. and distributed through JOHCM Funds Distributors, LLC, member FINRA. The JOHCM Funds are not FDIC-insured, may lose value, and have no bank guarantee.
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