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 30th September 2024
Overview
A core bond strategy providing broad, diversified exposure across a range of investment grade credit sectors delivering a compelling single solution fixed income portfolio targeting attractive income and total returns.
Deep credit expertise
Individual credits are researched by Impax’s Global Credit Research platform, with an intense focus on security selection and relative value, to create additional sources of alpha.
Robust process
Experienced portfolio management team utilizes macroeconomic insights, as well as fundamental, and quantitative inputs to allocate across core sectors.
Differentiated approach
Discrete performance (%) USD
| 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Core Bond Composite (gross) | 3.68 | 6.11 | -12.54 | -0.92 | 7.65 | 8.55 |
| Core Bond Composite (net) | 3.30 | 5.68 | -12.89 | -1.32 | 7.22 | 8.11 |
| Bloomberg Barclays US Aggregate Index | 2.93 | 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 at reporting date indicated above, 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.