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Please read this information carefully as it governs your use of this website. If you use this website then you will be agreeing to the terms of use that appear below. This information and the terms of use are subject to change at any time without notice. Regnan is a trading name of J O Hambro Capital Management Limited. The contents of this website have been approved by J O Hambro Capital Management Limited (JOHCML), which is authorised and regulated by the Financial Conduct Authority.

The contents of this website are issued in the European Union by JOHCM Funds (Ireland) Limited (“JOHCMI”) which is authorised by the Central Bank of Ireland. References to “JOHCM” below are to either JOHCML or JOHCMI as the context requires.

By clicking on the ‘Proceed‘ button, you confirm that you have read the following information and accept the terms and conditions of this website as defined below:

The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.

Specific risks associated with particular investments are detailed on this website and in our printed literature. Please ensure that UK clients are shown a copy of the relevant Prospectus and Key Investor Information Document (KIID) before investing. Prospectuses, KIIDs and application forms are available. Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances. JOHCM shall have no liability (save for any liability JOHCM may have under the Financial Services and Markets Act 2000 or any replacement regulation if legislation permits such a statementto be made) for damage arising out of the use of or reliance on the information provided including any loss of profit or any other damage, direct and consequential.

JOHCM Group

The “Group” comprises the following six incorporated entities:

Regnan is a trading name of J O Hambro Capital Management Limited. J O Hambro is a registered trademark owned by and used under licence from Barnham Broom Holdings Limited. JOHCM® is owned by JOHCM.

Viewing this website

The distribution of the information contained on this website may be restricted by law in certain jurisdictions and, accordingly, persons who access it are required to inform themselves of and comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.

This website gives wider circulation to certain documents and information that may also be available by other means. JOHCM has used its best efforts to ensure that the information appearing on this site has been properly reproduced and is accurate, but cannot accept responsibility for errors, omissions or inaccuracies. Should there be any discrepancies between documents reproduced on this website and the originals, then the originals will prevail.

Terms of use

The information on this website does not constitute an offer or solicitation and is provided for information purposes only and not as the basis for any contract for the purchase or sale of any investment product or instrument. The information on this website shall not be deemed to constitute advice and should not be relied on as such to enter into a transaction or for any investment decision. It is not the intention to make available the material on this website in any territories where to do so would be unlawful.

The Privacy Statement applies to this website only. We keep our Privacy Statement under review and will place any updates on this web page. Our website contains links to other websites. When you link to other websites you should read their own privacy notices. These links do not constitute any endorsement, sponsorship or approval of the materials appearing in such websites. In accessing these websites you may be proceeding to the website of an organisation that is not regulated under the Financial Services and Markets Act 2000. JOHCM has not examined such websites and does not take any responsibility for the contents of such sites or for their services.

The information included on this website is published in good faith and, whilst JOHCM has taken all reasonable steps to ensure its accuracy, no warranty express or implied is made by JOHCM or its subsidiaries as to its accuracy.

JOHCM may make changes to the website pages at any time without notice. JOHCM makes every effort to keep this website operational, however, certain technical difficulties may, from time to time, result in suspension of the website’s operations. JOHCM does not accept liability arising from failure of the website to remain operational.

Nothing in this clause attempts to exclude any liability JOHCM may have under the UK Financial Services and Markets Act 2000.

Privacy Policy

JOHCM takes your privacy seriously. The JOHCM Privacy Statement found on our website contains further information on what personal data JOHCM collects, what it does with that information, and what rights you have.  If you have any questions or comments, please contact dataprotection@johcm.com.  

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©2020 J O Hambro Capital Management Limited. All rights reserved.

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Regnan is a trading name of J O Hambro Capital Management Limited (“JOHCM”). JOHCM takes your privacy seriously. This privacy statement contains information on what personal data JOHCM collects, what it does with that information, and what rights you have.  In this document, “JOHCM Group” refers to JOHCM, its subsidiaries, its holding companies and any subsidiaries of such holding companies. If you have any questions or comments, please contact dataprotection@johcm.com.

1.    Collection of personal data

JOHCM collects and processes personal data about you including but not limited to:

In some cases, we collect this information from public registers or other third party sources, such as credit reference agencies and fraud prevention agencies and other JOHCM Group entities.

2.    How JOHCM processes personal data

We process personal data for the following purposes:

a)    on-boarding processes, including to verify your identity and to conduct legal and other regulatory compliance checks (for example, to comply with anti-money laundering regulations, and prevent fraud);

b)    managing our relationship with you, including communicating with you in relation to the products and services you provide to us or obtain from us and from our business partners, handling customer service-related queries and complaints;

c)    helping us to learn more about you as a customer or supplier, the products and services you receive or provide, and other products and services you may be interested in receiving or providing;

d)    taking steps to improve our products and services and our use of technology, including testing and upgrading of systems and processes, and conducting market research to understand how to improve our existing products and services or learn about other products and services we can provide;

e)    contacting you about products and services we think will be of interest to you, including those offered by us, JOHCM Group entities, and our other business partners;

f)    meeting our on-going regulatory and compliance obligations, including in relation to disclosures to tax authorities, financial service regulators and other regulatory and governmental bodies, and investigating or preventing crime;

g)    ensuring the safety of our customers, suppliers and other stakeholders; and

h)    for the JOHCM Group’s prudent operational management (including credit and risk management, insurance, audit, systems and products training and similar administrative purposes).

The processing of your personal data may be:

(i)    necessary for our legitimate interests, including our interests in pursuing the purposes in (a) to (h) above and, when we make the disclosures referred to in paragraph 3 below, necessary for providing products and services of a consistently high standard across the JOHCM Group, keeping our customers, suppliers and other stakeholders satisfied, and meeting our accountability and regulatory requirements around the world, in each case provided such interests are not overridden by your privacy interests;

(ii)    necessary for taking steps to enter into or executing a contract with you for the services or products you receive or provide, or for carrying out our obligations under such a contract, such as when we use your data for the purposes in (a), (b) and (c) above;

(iii)    required to meet our legal or regulatory responsibilities, including when we conduct the checks referred to in (a) above and make the disclosures to authorities, regulators and government bodies referred to in (f) above and paragraph 3 below;

(iv)    in some cases, necessary for the performance of a task carried out in the public interest and, when we use special categories of personal data, necessary for establishing, exercising or defending legal claims or where the processing relates to personal data manifestly in the public domain; and

(v)    in limited circumstances, processed with your consent which we obtain from you from time to time such as when you consent to marketing or in the case of special categories of personal data obtained pursuant to our onboarding process.

Where the personal data we collect from you is needed to meet our legal or regulatory obligations or enter into an agreement with you, if we cannot collect this personal data we may be unable to on-board you as a client or supplier.

3.    Recipients of personal data

JOHCM Group entities 

Third Parties

Service providers 

Public or regulatory authorities 

Others 

4.    International transfers of personal data

The recipients referred to above may be located outside the United Kingdom (for example in the US or Australia).  In those cases, except where the relevant country has been determined by the relevant public authority to provide an adequate level of protection, JOHCM requires such recipients to comply with appropriate measures designed to ensure such transfers are permitted under applicable data protection laws.

5.    Retention of personal data

We will retain your personal data for the longer of the period required in order to comply with applicable laws, regulations or regulatory guidance, and the period envisaged within the JOHCM records management retention documentation. The JOHCM Group determines the retention period for documentation with regard to our operational and legal requirements, such as proper account maintenance, facilitating client relationship management, and responding to legal claims or regulatory requests.

6.    Your rights

You have a right to ask JOHCM to rectify inaccurate personal data we collect and process and the right to request restriction of your personal data pending such a request being considered.

Where we process your personal data on the basis of your consent, you have the right to withdraw that consent at any time.   You have a right to ask us to stop processing your personal data, or to request deletion of your personal data – these rights are not absolute, but we will consider your request and respond to you with the outcome. When personal data are processed for direct marketing purposes, your right to object extends to direct marketing, including profiling to the extent it is related to such marketing. You may object to direct marketing by clicking the “unsubscribe” link in any of our marketing emails to you, or by contacting us using the contact details below.

Where we process your personal data on the basis of your consent, or where such processing is necessary for entering into or performing our obligations under a contract with you, you may have the right to request your personal data be transferred to you or to another controller (known as the ‘data portability’ right).  You may also have the right to ask JOHCM for a copy of some or all of the personal data we collect and process about you.

You can exercise the rights set out above by contacting the address at the end of this notice.

7.    Complaints

If you are not satisfied with any aspect of the processing of your personal data by JOHCM, we would like to discuss it with you to understand how we can rectify the issue. However you also have the right to complain to your local data protection supervisory authority. Please see our Complaints page for more information.

8.    Personal data processing for indirect client relationships and prospective clients

From time to time, JOHCM collects and processes personal data on prospective clients in order to assess the suitability of such prospective clients and, where appropriate, contact such prospective clients. This processing is justified on the grounds that it is necessary for the purposes of client prospecting, which is in the legitimate interests of JOHCM.  Where this occurs, JOHCM takes steps to minimise the amount of personal data collected, the duration of retention and will, at the earliest practicable occasion, communicate the nature and content of processing to such individuals.

9.    Cookies

By using our website, you agree that we can place cookies on your device. Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognises that cookie. Cookies are useful because they allow a website to recognise a user’s device, preferences and generally help to improve your online experience. If you want to restrict or block any of the above cookies, you should do this through the web browser settings for each browser you use and on each device you use to access the internet. Please use the contact details below if you require more information about our use of cookies.

10.    Status of this privacy notice

This privacy statement is a notice explaining what JOHCM does, rather than a document that binds JOHCM or any other party contractually. We reserve the right to amend it from time to time.

If you have any questions about this policy or the use of your personal data, or if you would like to exercise your rights set out in 7 above, please contact: dataprotection@johcm.com.

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The next stage in
responsible investment

Impact investing is about funding solutions to help make the world a better place in a measurable way, while making an investment return from these solutions. The impact investment market is substantial and growing. According to the Global Impact Investing Network’s (GIIN) 2020 annual survey, the market for impact investing now stands at $715 billion.

We define impact investing as investing in companies that are growing because their products and services are delivering innovative solutions to society’s underserved needs.

“What impact investing does better than any other form of investing trying to solve the considerable issues facing the environment and society today is align that market-based incentivisation motive with the broader non-financial problems that need fixing.”

– Tim Crockford, Head of Regnan Equity Impact Solutions

Whatever asset class investors allocate to, whether it is public equities, like Regnan Global Equity Impact Solutions, debt or private equity, amongst others, impact investing is made with the explicit, ex-ante intention to generate a positive impact alongside a financial return. Companies or projects they invest in must have an underlying mission – to achieve a positive impact on society and the environment. Impact investors look for credible proof that these companies or projects are generating the positive impact that they claim, and that these positive impacts are not cancelled out by negative impacts, which may, for example, arise within their operations.

Investors identify positive impact solutions in many different ways, but we believe that one of the most comprehensive, evidence-based list of problems to be solved are the United Nations’ set of 17 Sustainable Development Goals (SDGs). They are a list of global ambitions designed to create prosperity for all, but in a way that protects the planet and its natural resources.

We also believe that impact investors need to be engaged investors, especially within public equities. Rather than solely relying on their portfolio companies, impact investors are accountable for delivering a positive impact themselves. They therefore need to take an active role in trying to influence company outcomes for the better.

The capital spectrum – from traditional investment to philanthropy

Source: Impact Management Project.

Investing with impact

Aiming to generate market-beating long-term returns by investing in solutions to the world’s environmental and societal problems

Launched in October 2020, Regnan Global Equity Impact Solutions is a high conviction, diversified, global multi-cap portfolio with very low turnover and a strong emphasis on driving impact through engagement. Our experienced four-person impact investment team aims to generate long-term outperformance by investing in mission-driven companies that provide solutions for the growing unmet sustainability needs of society and the environment.

Regnan’s impact investment team uses the 17 United Nations Sustainable Development Goals (SDGs) and their 169 underlying targets as an investment lens.

Our taxonomy takes the most pressing global environmental and social problems and links them to the solutions sold by companies today. We believe that by analysing these solutions our taxonomy allows us to identify companies with a strong chance of producing market-beating long-term returns.

We use a rigorous approach to testing the potential of each of the solutions to deliver a large-scale impact. We do this by formulating a Theory of Change and looking at the expected total addressable market for each of them.

17 global goals:

the United Nations Sustainable Development Goals

In 2015, world leaders agreed to 17 global goals, known as the UN Sustainable Development Goals (or SDGs).

Click on each SDG below to find out more.

Five years on the United Nations is calling for significant new investment to address the SDGs.

In 2019 the UN called for “a decade of ambitious action” to deliver the goals by 2030. There’s an estimated gap of $US2.5 trillion to $US3 trillion per year to achieve the SDGs in developing countries.

But the potential dividends of that investment are significant.

Achieving the SDGs could open up $US12 trillion of market opportunities and create 380 million new jobs, the UN believes. Action on climate change could result in US$26 trillion worth of savings by 2030.

A “fundamental shift in the international financial system is needed to align global economic policies and financial systems with the 2030 agenda”, UN Secretary-General António Guterres said in 2019.

“National policy frameworks are key to reducing risks, creating an enabling business environment, incentivising investment in public goals and aligning financial systems with long-term sustainable development.”

A growing set of solutions

Regnan has identified more than 150 solutions and an investment universe of some 2,200 listed companies. These numbers are growing as our new global equities impact investment team benefits from the deep experience of our Engagement, Advisory and Research experts. From this universe we choose companies with the best potential for share price growth based on their innovative and effective SDG solutions.

Health & Wellbeing

Improved life expectancy and quality

Energy Transition

Transforming the energy system to power a low-carbon economy

Circular Economy

Resource efficiency, reusability and recyclability

Future Mobility

Low carbon transportation

Food Security

Sustainable food supply and productive farmlands

Education

Access to quality education

Financial Inclusion

Financial Services for underserved populations

Water

reservation of and access to water

We aim to achieve positive impact by:

Keeping companies on mission
We engage with management to influence strategy and try to keep them focused on business areas that contribute to solutions.

Engaging to reduce negative impacts
We talk to the management of portfolio companies about issues such as the environmental footprint of their supply chains and working conditions in their suppliers’ factories. By reducing negative impact, we aim to magnify total net positive impact.

Supporting management
We invest in companies we believe should outperform the market in the long term. Assuming we retain our initial conviction, sometimes this means accepting underperformance in the short term, because the management prizes long-term potential over the next quarter’s earnings. Our support, as a long-term investor, increases the company’s ability to stay impactful.

Regnan Global Equity Impact Solutions Fund

This fund is distributed in Australia via Pendal and in the UK, Europe and other countries via J O Hambro Capital Management.

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