Impact Fixed Income

RGP Impact Fixed Income Portfolio:

  • Help finance businesses and projects that have a positive impact on the environment and society
  • Leverage the knowledge or world-class institutional managers

It’s not only companies that issue bonds to finance their activities. Corporations and Governments (Federal, Provincial and Municipal) will both issue bonds to finance key projects and initiatives.

A bond is a fixed-income security that allows an organization to borrow money from bondholders. In exchange, the bondholders receive an interest payment.

What’s a Sustainability Bond?

A Sustainability Bond is a type of bond where the proceeds are used strictly to finance environmental and/or social projects.

The Rise in Sustainability Bonds

Did you know that sustainability bonds are being used more frequently in ESG (Environmental, Social, Governance) investments?

Another type of ESG bond is becoming more common in the ESG universe: bonds to support sustainable development. In exchange for a formal commitment to improve their environmental and social balance sheet, the borrower gains access to capital at an advantageous interest rate.

The Important of Impact with Fixed-Income

The impact of bonds in Responsible Investing is often understated. Responsible Investing is primarily associated with equities – but consider the following:

  1. The global bond market is more than double the size of the stock market
  2. Unlike stocks, which can be held in perpetuity, bonds have a maturity date, which means that organizations have to return to the market to renew their financing
  3. This type of investment can influence the practices of companies, but also other kinds of organizations, like governments
  4. Bond financing makes it possible to move forward with many leading-edge environmental and social projects by providing easier access to capital at a lower cost

Meet our Managers

Examples of projects the fund helps support:

The above chart shows the performance of the Addenda Impact Fixed-Incompe Fund Fund as a reference. All data is provided by Addenda Capital Inc. The management mandate given by the manager RGP Investments to the sub-manager Addenda differs from the Addenda Fixed Income Impact Pooled Fund. Its performance should not be confused with the performance of the RGP Impact Fixed Income Fund.

Meet our Managers

Examples of projects the fund helps support:

The graph above presents, for reference purposes, the performance of the Optimum Heritage ESG Universe Bond. ll data are provided by Optimum Asset Management Inc. The management mandate entrusted by the manager RGP Investments to the sub-manager Optimum differs from that of Optimum Heritage ESG Universe Bond. Its performance should not be confused with the performance of the RGP Impact Fixed Income Fund.

Meet our Managers

Examples of projects the fund helps support:

Forward-Looking Statements

This document may contain forward-looking statements about future performance, strategies or prospects, and possible future actions. The words “may”, “could”, “should”, “would”, “suspect”, “outlook”, “believe”, “plan”, “anticipate”, “estimate”, “expect”, “intend”, “forecast”, “objective” and similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties with respect to general economic factors, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. We caution you not to place undue reliance on these statements as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement. These factors include, but are not limited to, general economic, political and market factors in Canada, the United States and internationally, interest and foreign exchange rates, global equity and capital markets, business competition, technological changes, changes in laws and regulations, judicial or regulatory judgments, legal proceedings and catastrophic events. The above list of important factors that may affect future results is not exhaustive. Before making any investment decisions, we encourage you to consider these and other factors carefully.

The RGP Impact Fixed Income Portfolio is managed by RGP Investments. Please read a fund’s prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commission. Investors may experience a gain or loss.