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 31st March 2024
US$544m
Holdings
277
Launch date
October 2015
Portfolio managers
Peter Schwab
Kent Siefers
Asset class
US High Yield

Overview

A high yield bond strategy leveraging proprietary sustainability tools and research to better identify opportunities and mitigate risks.

Sustainability Lens

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

(As of 30/06/2024)
Past performance does not predict future returns.
 2024 YTD20232022202120202019
High Yield Bond Composite (gross)2.1912.11-12.083.968.8315.23
High Yield Bond Composite (net)1.9311.55-12.523.448.2914.65
ICE BofA Merrill Lynch US High Yield BB-B (Constrained 2%) Index2.5212.55-10.594.586.3215.09

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 30th June 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.

Investment Vehicles

Green tree aerial view in Washington state

Impax High Yield Bond Fund

A diversified high yield strategy that seeks to invest in issuers that are aligned with the transition to a more sustainable economy.

Portfolio Managers

Scroll to top
To get started, please select your location and investor type below.

If you are invested in Impax Funds – regardless of share class (Investor, Institutional, or Class A) or account type (individual, business or other entity) please select Impax Funds Investor as your Investor Type.

Access Impax Asset Management Limited’s Form CRS here.

Important Information

I confirm that I am an [investor_type] based in [investor_country] and that I have read and understood the important information, privacy policy and terms and conditions which govern the use of this website.

Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.