United StatesOverview
An investment-grade bond strategy focused on the opportunities and risks arising from the transition to a more sustainable economy.
Quality
Maintains high quality portfolio with an overall interest rate risk profile and sector diversification similar to the Bloomberg Barclays U.S. Aggregate Bond Index.
Sustainability
A fossil fuel free strategy that uses proprietary sustainability lens and ESG research to better manage risk and identify opportunities.
Impact
Allocates a significant portion of the portfolio to impact bonds that provide a range of positive societal and environmental benefits.
Discrete performance (%) USD
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|
| Strategy (gross) | 5.2 | 8.6 | 0.5 | 3.3 | 2.1 | 0.8 |
| Strategy (net) | 4.8 | 8.1 | 0.1 | 2.9 | 1.6 | 0.5 |
| Bloomberg Barclays U.S. Aggregate Index | 7.5 | 8.7 | 0.0 | 3.5 | 2.7 | 0.4 |
All data as at 31 December 2020
These figures refer to the past. Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you have invested. All data is in USD. Composite figures are presented both gross and net of management fees and include the reinvestment of all income. Source: FactSet/WM Reuters. Impax Asset Management Limited claims compliance with the Global Investment Performance Standards (GIPS®). Further information on composite data is available on request.