Impact Funds

 

So you can put your money where your heart is

Rally has two impact funds:

  • Rally Total Impact Fund
  • Rally Global Equities Impact Fund

Both funds are open-end funds, available for purchase by accredited investors. Please contact us if you wish to know more.

These are impact investments

As the Global Impact Investing Network says, “impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.”

Impact aligned to the UN’s Sustainable Development Goals

Our funds are invested in enterprises that drive positive social and environmental changes that are helping to reach the United Nations’ 17 Sustainable Development Goals (SDGs). We’ve grouped the SDGs into five investable themes designed to encompass and measure impacts across a broad range of economic activities.

Diligently different

We undertake impact due diligence in addition to financial due diligence and operational due diligence.

Read more about our investment process.

Managed by a highly experienced team

Investment Advisor: Rally Assets

Investment Fund Manager: Majestic Asset Management

Administrator: SGGG Fund Services

Auditor: KPMG

Testimonial

“We were impressed with the diligence and robustness behind portfolio construction of the Rally Total Impact Fund. We are excited about the fund’s potential for deep impact while having a broad alignment to all SDGs, and are proud to have invested.”

Serkan Altay, Victoria Foundation

Rally Assets solicits testimonials from time to time for sales and marketing purposes. Testimonials are provided by current and past clients of Rally or its predecessor, Purpose Capital; specifically, asset management clients, advisory clients and investors in Rally's funds. Providing a testimonial is voluntary and without compensation. Testimonials may not be representative of the views of other past or current clients or prospects.

FUND COMPARISON

Rally Total Impact Fund

Global fund

Mainly North American and European investments. 

The global nature of the fund allows us to maximize the upside potential of exposure to impact while prudently diversifying investment risks.

A multi-asset class fund

Public and private assets. Asset Allocation:

PUBLIC

  • Equity: 45-55% 
  • Bonds: 15-25%

PRIVATE

  • Equity: 15-25%
  • Debt: 5-15%
  • Real Estate: 5-10%
  • Infrastructure: 5-10%

 

Quarterly liquidity

Access to global public and private investments while still having liquidity.

Available on fundserv

Your dealer or advisor can find our products on fundserv. 

Series A: MAJ620
Series F: MAJ621
Series I:  MAJ622

This fund is available to accredited investors only.

Not eligible for registered accounts

For now, RTIF’s complexity and newness (July 2020 launch) mean it’s not eligible. 

Rally Global Equities Impact Fund

Global fund

American and European investments.

The global nature of the fund allows us to maximize the upside potential of exposure to impact while prudently diversifying investment risks.

Public equities fund

Exposure to a broad range of impact investment opportunities across global public equities.

Weekly liquidity

High liquidity while having exposure to a broad range of impact investment opportunities across global public equities. 

Available on fundserv

Your dealer or advisor can find our products on fundserv.

Series A: MAJ630
Series F: MAJ631
Series I: MAJ632

This fund is available to accredited investors only.

Eligible for registered accounts

Accounts include RRSP, TFSA, RRIF and LIRA.

Purchasing the funds

Check your eligibility. Rally Total Impact Fund and Rally Global Equities Fund are available only to those who qualify as accredited, such as individuals with certain incomes or assets, individuals who have discretionary portfolio managers, or institutional investors. If you are unsure whether you qualify, speak to your advisor.

If you are accredited you can buy the funds:

a. Through your investment advisor or dealer. Our funds are available on the fundserv platform. Talk to your advisor about making the purchase. Your advisor will need to:

  1. Complete a subscription agreement
  2. Input the purchase order on fundserv

b. Through us, if you don’t have an advisor or dealer. We can facilitate purchases through our Exempt Market Dealer (EMD) license. You will need to:

  1. Complete a digital KYC (‘know your client’) questionnaire
  2. Have a KYC follow-up call with one of our dealing representatives
  3. Complete a subscription agreement
  4. Wire your funds to our trust account

 c. Through us, if you are a discretionary portfolio manager but don’t have access to fundserv. We can facilitate purchases through our EMD  license. You will need to:

  1.  Complete a subscription agreement on behalf of your client
  2. Wire your funds to our trust account

These instructions are available as a PDF.

 

Further information about the funds

Only accredited investors are eligible to invest in our impact funds and this webpage is meant only for accredited investors.

We want our information to be accessible to everyone. Please let us know if you'd like our information in a different format than we have provided on our website. We'd be happy to work with you to meet your needs. You can contact us through email (info@rallyassets.com) or the telephone (416-861-1717) to make your request.