Capital 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.
AUM
As of 31 December 2024
US$539m
Launch date
November 2015
Portfolio Manager
Peter Schwab, CFA®
Asset class
US High Yield
A diversified high yield strategy that seeks high current income and capital appreciation by investing in a diversified portfolio of predominantly high yield securities. The strategy also seeks to mitigate sustainability risks by incorporating sustainability analysis into credit research and selection.
Focused on identifying companies with strong fundamentals and attractive relative valuations.
Risk management is embedded in every part of our process. The Enterprise Risk team is responsible for independent oversight and challenge of first line activities.
Our Sustainability Framework for Fixed Income helps to identify and manage sustainability risks across a broad range of sectors and activities while addressing disclosure gaps that exist in smaller or private issuers.
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.