Regnan Credit Impact Trust
About this Fund
|FUND MANAGER||Pendal Institutional group|
|ASSET CLASS||FIXED INTEREST|
This Fund offers investors access to a diversified portfolio of floating and fixed income securities that meet financial and social and/or environmental goals
The Fund 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.
|BENCHMARK||RBA Cash Rate|
|FUND SIZE||RBA Cash Rate|
|NO. OF HOLDINGS|
Investing in the Fund offers investors a range of benefits:
• access to a professionally managed portfolio of floating and fixed income securities;
|RISK LEVEL||Low to medium|
Low to medium risk of losing money in any year. Likely to produce moderate returns over the medium to long term.
This Fund is designed for investors and offers these investors access to a diversified portfolio of floating and fixed income securities that meet financial and social or environmental goals, or both.
The Fund aims to meet its investment objectives by investing primarily in impact securities. The Fund may also invest in non-impact securities (government and credit) that pass our sustainable and ethical screens.
The Fund’s investments are predominantly issued in Australian dollars. For non-Australian dollar denominated securities, the Fund will generally hedge back any foreign currency exposures to Australian dollars to the extent considered reasonably practicable.
The Fund uses a combination of active alpha strategies such as active security and sector selection, duration, yield curve and credit management in addition to impact analysis (including ethical and sustainable considerations) to build a portfolio that targets securities classified as contributing to impact goals (including green bonds, social bonds and sustainable bonds as appropriate).
Derivatives are used to gain exposure to assets and markets. They are also used to reduce risk and can act as a hedge against adverse movements in a particular market or in the underlying assets.
Pendal’s investment process for this Fund aims to add value through multiple strategies and investment research.
Credit, government, impact securities and cash 0-100%