United StatesSid Jha
Overview
A global thematic, actively managed strategy investing in companies that advance women and possess attractive fundamental prospects.
Advance Women
Invests in companies with gender-diverse boards and senior leadership teams, a commitment to workplace equality, and products & services that advance women.
Proprietary Insights
Differentiated bottom-up approach draws on Impax’s proprietary gender research and sustainability lens, including insights, rankings and analysis.
Fundamental Focus
Seeks to deliver excess return through a portfolio of companies demonstrating attractive fundamental prospects and gender equality profiles.
Discrete performance (%) USD
| 2021 YTD | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|
| Strategy (gross) | 10.2 | 19.7 | – | – | – | – | – |
| Strategy (net) | 9.9 | 18.8 | – | – | – | – | – |
| MSCI World Index | 11.4 | 15.9 | – | – | – | – | – |
All data as at 31 May 2021
Past performance is not necessarily a guide to future performance. The value of investments can fall as well as rise and you may get back less than you have invested. The Global Women’s Select Composite was created May 31, 2019. The inception date of the composite’s performance was May 31, 2019. Source: FactSet/WM Reuters/Bloomberg. MSCI World index is total net return (net dividend reinvested). Impax Asset Management Limited claims compliance with the Global Investment Performance Standards (GIPS®). Net-of-fee returns are computed using a model fee, which is the maximum applicable fee within the Composite. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Further information on composite data is available on request.