Impact Funds

 

Impact Funds: Overview

 

Rally Assets manages two impact funds: Rally Total Impact Fund (RTIF) and Rally Global Equities Impact Fund (RGEIF). Both are open-end funds, available for purchase by accredited investors only.

Rally Assets also manages Realize Fund I through Realize Capital Partners. More information on this fund is available at Realize Capital Partners.

Below is an overview of how we approach decision-making and fund management:

  • Dual Mandate, Impact and Returns: The funds seek high impact by targeting investments that contribute measurable and material positive outcomes for society and the environment. We first identify high-impact opportunities that contribute to UN Sustainable Development Goals (SDGs).  We then apply the fundamental analysis and due diligence to select investments that optimize the portfolio’s impact and risk-adjusted returns.
  • Strategies: Negative screening (ex, fossil free), positive screening, thematic investing, ESG integration, shareholder engagement, impact investing.
  • Themes: Fund investments address climate change, preserve and restore natural capital, sustainably meet basic needs, and advance Social Equity.
  • Global Exposure: Investments span global markets to generate impact that tackles critical global issues.
  • Concentrated Approach: The funds invest exclusively in opportunities that match Rally’s philosophy on impact investment.
  • Active Strategy: We take an active role in security selection and in engaging with the fund’s companies.
  • Impact Measurement: The funds use Rally Asset’s proprietary impact methodology to assess, measure and report on impact.
  • Integrated Portfolio Reporting: The fund reports financial and impact performance on a quarterly basis.
  • Managed by a Highly Experienced Team: The talented team is made up of Investment Advisor: Rally Assets, Fund Manager: Majestic Asset Management, Administrator: SGGG Fund Services, Auditor: Deloitte LLP

 

Themes

Rally Funds are built on four themes, each with an associated target outcome and impact. The four themes are interconnected and reinforcing.

Addressing Climate Change

We seek investments with a strong, direct influence on lowering carbon emissions at different scales.

Target Impact:

The economy is resilient and low-carbon, thereby addressing climate change.

Target Outcomes:

  • Higher energy efficiency in production 
  • Reduced emissions with green energy infrastructure transformation
  • Sustainable manufacturing and agriculture
  • Expanded financial supports and climate adaptation mechanisms
  • Sustainable production and consumption models transformed by digital infrastructure

Advancing Social Equity

We focus on investments that dismantle the barriers hindering full and equitable participation in society’s economic, social and political spheres.

Target Impact:

Because of greater social equity, people are able to fully contribute to and benefit from economic and social progress.

Target Outcomes:

  • Expanded education and employment opportunities for underserved people
  • Reduced health disparities 
  • New pathways for financial stability and independence
  • Enhanced access to financial capital
  • Strengthened preservation and celebration of diverse cultural identities, alongside enhanced community-led initiatives and self-advocacy
  • Affordable access to digital society

Preserving and Restoring Natural Capital

We seek investments that help to lower demand on natural capital. We assess various positive and transformative shifts across different industries and scales.

Target Impact:

With natural capital preserved, the earth’s regenerative capacity is maintained.

Target Outcomes:

  • Higher efficiency and resilience to lower the end demand on natural capital
  • Sustainable alternatives to shift demand to less resource-intensive production and consumption models
  • Enhanced waste prevention, collection and recycling practices

Sustainably Meeting Basic Needs

We focus on investments that create a foundation for people to build a stable life.

Target Impact:

Fundamental living requirements like food, water, shelter, healthcare and education are met for all.

Target Outcomes:

  • Enhanced quality, reach and affordability of health care, education, housing and transportation services and facilities
  • Reliable access to clean water and nutritious food
  • Wider income-earning opportunities through education, training and employment
  • Improved market access for small producers and local goods 
  • Increased development of affordable housing and inclusive urban planning
  • Increased access to digital connection

Only accredited investors are eligible to invest in our impact funds.