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 28th June 2024
David Winborne
Overview
An all-cap global equity strategy that seeks to achieve long-term capital growth by investing in companies that possess sustainable competitive advantages, across listed equity markets and sectors.
Capturing Opportunities
The transition to a more sustainable economic model creates opportunities for well-positioned companies.
Avoiding Risks
The investment process includes a strong focus on risks arising from this transition.
Sustainability Lens
The proprietary “Impax Sustainability Lens” identifies durable companies best positioned to seize these opportunities and mitigate these risks.
Discrete performance (%) USD
| 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Global Opportunities Composite (gross) | 13.10 | 16.54 | -17.74 | 20.69 | 24.74 | 35.09 |
| Global Opportunities Composite (net) | 12.35 | 15.39 | -18.56 | 19.82 | 23.95 | 34.09 |
| MSCI ACWI | 15.97 | 22.20 | -18.36 | 18.54 | 16.25 | 26.60 |
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.
MSCI index is total net return (net dividend reinvested).
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.