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Head of Credit & Sustainable Strategies – Portfolio Manager, Regnan Credit Impact Trust
Read bioGeorge’s investment management career spans over 30 years with Pendal and its predecessor firms. He is responsible for management of credit, fixed interest and short term income portfolios, including Pendal’s highly regarded Sustainable Australian Fixed Interest Fund, Short Term Income Securities Fund and Credit Impact Trust.
George holds a wealth of experience in portfolio management and credit analysis. He has also worked across numerous fixed income, credit and money market portfolios in portfolio management, credit analysis and dealing roles for 27 years. Prior to this George worked in an accounting role for three years.
In 2019 George was awarded the Alpha Manager status by Money Management’s parent, FE fundinfo, in recognition of his career-long performance in the asset management industry. George was one out of 11 Australia-based investment professionals included in this list of esteemed professionals across multiple asset classes, after being assessed on his ability to create risk-adjusted alpha (outperformance) over his entire track record.
George obtained a Master’s degree in Business (Finance), a Bachelor’s degree in Business (Accounting & Finance) and a Graduate Diploma in Applied Finance and Investment.
The Fund is an actively managed portfolio of fixed interest securities. It is designed for investors who want income and diversification across a broad range of fixed interest securities and are prepared to accept some variability of returns.
Investments are selected based on a range of financial, sustainable and ethical characteristics The Fund aims to allocate capital to issuers and securities that align to our sustainability themes: climate stability, human basics and innovation for good (the Sustainability Objective).
The Fund invests in securities issued by issuers that have passed Pendal’s sustainability threshold. This sustainability threshold is a qualitative assessment of an issuer’s environmental, social and governance risks and sustainability performance, including a sustainability score for each issuer and an evaluation of ESG risks from a credit, sector and issuer perspective. The Fund uses this assessment to avoid issuers deemed by Pendal as having poor sustainability performance and promotes issuers and securities with better sustainability performance.
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Composite 0+ Yr Index by 0.75% p.a. over rolling 3 year periods.
| Benchmark | Bloomberg AusBond Composite 0+ Yr Index |
| Distribution frequency | Quarterly |
| Buy Sell spread | 0.14% (0.07%/0.07%) |
| Risk Level | Low to Medium |
| Risks | An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the PDS. |
| Unit Price | View history |
| Distribution History | View history |
| MIT Notice | View history |
| Minimum investment | $25,000 |
| Management fee (Class R) | 0.40% p.a. Other fees and costs also apply – please refer to the PDS or ‘Fees and costs’ flyer for more information. |
| Distribution (cpu) | 2.161170 (30.06.2025) MIT Notice History |
| APIR code | BTA0507AU |
| As at 31/07/25 | 1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception 30 July 2021 |
|---|---|---|---|---|---|---|
| Total return After fees | 0.00 | 0.99 | 5.30 | 3.13 | 0.13 | 1.94 |
| Distribution | 0.00 | 2.19 | 4.28 | 2.03 | 1.53 | 2.22 |
| Growth | 0.00 | -1.20 | 1.03 | 1.10 | -1.41 | -0.28 |
| Total return (Before fees and tax) | 0.03 | 1.09 | 5.72 | 3.55 | 0.53 | 2.34 |
| Benchmark: Bloomberg AusBond Composite (0+Y) | -0.04 | 0.88 | 5.22 | 2.74 | -0.18 | 1.67 |
Source of fund performance data: Pendal. Past performance is not a reliable indicator of future performance. This information is for general information and is not to be regarded as a securities recommendation. Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where “Growth” returns are shown, these represent the percentage change in the value of units in the fund excluding any distributions paid. “Distribution” returns equal the difference between the “Total return (After fees)”, and the Growth return. Where performance returns are quoted “After fees and tax”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees and tax”, they exclude the effects of management costs and any taxes. You can view our Unit Pricing Discretions Policy here.
