United StatesCapital at risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Information regarding key risk considerations for this Impax strategy can be viewed here.
As of 28th June 2024
Overview
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 US Aggregate Bond Index.
Sustainability
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
| 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Core Bond Composite (gross) | 3.62 | 6.11 | -12.54 | -0.92 | 7.65 | 8.55 |
| Core Bond Composite (net) | 3.35 | 5.68 | -12.89 | -1.32 | 7.22 | 8.11 |
| Bloomberg Barclays US Aggregate Index | 3.07 | 5.53 | -13.01 | -1.54 | 7.51 | 8.72 |
Figures refer to the past and that past performance is not a reliable indicator of future results. The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. All data as of 31st August 2024, unless otherwise stated. Performance is shown net of ongoing charges and portfolio costs, with net-income reinvested where applicable. Source: FactSet, Bloomberg, WM Reuters.
Data is in USD. Composite figures are presented both gross and net of management fees and include the reinvestment of all income. Impax Asset Management claims compliance with Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Please click here for the GIPS® Disclosure for additional information on the composite.