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Impact Funds
SERVICES
Impact Advisory | Impact Funds | Customized Portfolios | Impact Measurement
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 companies 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.
The funds are new but the expertise surrounding them isn’t
Investment Advisor: Rally Assets
Investment Fund Manager: Majestic Asset Management
Administrator: SGGG Fund Services
Auditor: KPMG
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:
- Complete a subscription agreement
- 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:
- Complete a digital KYC (‘know your client’) questionnaire
- Have a KYC follow-up call with one of our dealing representatives
- Complete a subscription agreement
- 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:
- Complete a subscription agreement on behalf of your client
- Wire your funds to our trust account
These instructions are available as a PDF.
Further information about the funds
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