Kent Siefers
Overview
A high yield bond strategy leveraging proprietary sustainability tools and research to better identify opportunities and mitigate risks.
Sustainability Lens
A fossil fuel-free strategy that uses the Impax Sustainability Lens to identify higher opportunity and lower risk subsectors of the high yield universe.
ESG
Proprietary ESG research provides additional fundamental insight, which contributes to risk management.
Quality
Focuses on companies with stable profits and manageable debt loads and growing businesses with improving credit profiles.
Discrete performance (%) USD
2023 YTD | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|
High Yield Bond Composite (gross) | 4.44 | -12.08 | 3.96 | 8.83 | 15.23 | -2.11 |
High Yield Bond Composite (net) | 4.27 | -12.52 | 3.48 | 8.36 | 14.65 | -2.60 |
ICE BofA Merrill Lynch US High Yield BB-B (Constrained 2%) Index | 4.43 | -10.59 | 4.58 | 6.32 | 15.09 | -2.04 |
Past performance does not predict future returns. Figures refer to the past and that 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 as of 30th April 2023, 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.