Regnan Global Equity Impact Solutions A GBP AccumulatingRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 6.0 | -20.9 |
![]() | +/-Cat | - | - | - | -9.0 | -7.6 |
![]() | +/-B’mrk | - | - | - | -13.6 | -10.0 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: MSCI ACWI NR USD |
Key Stats | ||
NAV 01/07/2022 | GBP 0.95 | |
Day Change | 1.60% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BMCZDD05 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 01/07/2022 | GBP 16.67 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2021 | 0.99% |
Investment Objective: Regnan Global Equity Impact Solutions A GBP Accumulating |
The Sub-fund aims to achieve capital growth in excess of the MSCI ACWI IMI Index (net of fees) over rolling 5 year periods and to generate a positive impact by investing in companies that have the potential to address the world’s major social and environmental challenges. In order to achieve the investment objective, the Sub-fund will invest at least 80% of the portfolio in shares of companies quoted and/or traded on Regulated Markets worldwide and which aim to generate (a) positive, measurable social and environmental impact when measured against the taxonomy developed by the Investment Manager relating to sustainable development goals (the “Regnan Taxonomy”), further details of which are set out below; and (b) financial returns. It is anticipated that the Sub-fund’s portfolio will comprise fewer than fifty holdings. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tim Crockford 27/10/2020 | ||
Inception Date 27/10/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR | MSCI ACWI NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Regnan Global Equity Impact Solutions A GBP Accumulating | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.30 |
![]() | ![]() | 5.02 |
![]() | ![]() | 4.81 |
![]() | ![]() | 4.76 |
![]() | ![]() | 4.75 |
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Regnan Global Equity Impact Solutions A GBP Accumulating |