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FAST PODCAST: How impact investing fits into portfolios this year

Impact investing – which aims to make money while solving the world’s biggest problems – went mainstream in 2021. What role will it play in portfolios this year? TIM CROCKFORD explains

You can also listen to this podcast on Apple or Spotify

An excerpt from this podcast

“Impact investing strategies are always going to be long-duration strategies,” says portfolio manager Tim Crockford, who heads up Regnan’s equity impact investment team.

“That that has to be a consideration for anyone thinking about making a step into an impact investment vehicle.

“That means impact investors will run with portfolios that are vastly different to the global equity benchmarks that you might try and measure their performance against.

“Impact investing vehicles will tend to divert capital towards smaller and medium-sized companies as opposed to some of the world mega caps and blue chip stocks that typically dominate equity indices.

“These are strategies that will run with very high active shares, very high tracking errors (the difference in returns between a portfolio and a benchmark).

“But what we are finding more and more is that investors of all shapes and sizes like the long-term view that impact investors take.

“They like the fact they can understand the themes that will ultimately drive the creation and growth of their capital over the long-term holding periods that impact investors typically take.

More and more we see investors resonating with this longer-term view and seeing through the shorter term noise and volatility that markets typically throw up.

“It means that as an investor I’m going to have to think a little bit more laterally than previously, where I might just compare to benchmarks.

“But over the longer term, it’s likely to outperform because it is at the beginning of its life cycle.”

Listen to the podcast for more examples

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Find out about

Regnan Global Equity Impact Solutions Fund

About Tim Crockford

Tim Crockford leads Regnan’s Equity Impact Solutions team and is senior fund manager of Regnan Global Equity Impact Solutions Fund. Tim previously managed the Hermes Impact Opportunities Equity Fund after co-founding the Hermes impact team in 2016.

About Regnan

Regnan is a responsible investment leader with a long and proud history of providing insight and advice to investors with an interest in long-term, broad-based or values-aligned performance.

Building on that expertise, in 2019 Regnan expanded into responsible investment funds management, backed by the considerable resources of Pendal Group.

The Regnan Global Equity Impact Solutions Fund invests in mission-driven companies we believe are well placed to solve the world’s biggest problems.

The Regnan Credit Impact Trust (available in Australia only) invests in cash, fixed and floating rate securities where the proceeds create positive environmental and social change. Both funds are distributed by Pendal in Australia.

Visit Regnan.com

Find out about Regnan Global Equity Impact Solutions Fund

Find out about Regnan Credit Impact Trust

For more information on these and other responsible investing strategies, contact Head of Regnan and Responsible Investment Distribution Jeremy Dean at jeremy.dean@regnan.com.

This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at February 3, 2022.

PFSL is the responsible entity and issuer of units in the Pendal Focus Australian Share Fund (Fund) ARSN: 113 232 812. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund.

An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.

This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.

The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.

Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.

Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.

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