United StatesUnited States Institutional Investor

Global Opportunities Strategy

We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.

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$10,875m
Holdings
35-45
Launch date
January 2015
Portfolio managers
Kirsteen Morrison
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

(As of 31/12/2024)
Past performance does not predict future returns.
 2024 YTD20232022202120202019
Global Opportunities Composite (gross)7.5716.54-17.7420.6924.7435.09
Global Opportunities Composite (net)6.5015.39-18.5619.8223.9534.09
MSCI ACWI17.4922.20-18.3618.5416.2526.60

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.

Investment Vehicles

Impax Global Opportunities Fund

Investing in the transition toward a more sustainable economy.

View Fund

Portfolio Managers

Kirsteen Morrison

Senior Portfolio Manager

Kirsteen is a co-Portfolio Manager of the Impax Global Opportunities strategy, as well as being a specialist in Financials and is a member of the Multi-Asset Sustainable Allocation team. Kirsteen has worked at Impax since 2009.

She began her career in the investment industry in 1987, investing in Asian equities at Royal London and then at Henderson Global Investors. She then worked for Odey Asset Management before joining JP Morgan. 

Kirsteen has an MA in Metallurgy and Science of Materials from Oxford.

Recent Insights

Additional Insights

David Winborne

Senior Portfolio Manager

David is a co-Portfolio Manager of the Impax Leaders, Global Opportunities and US Environmental Leaders strategies. David has been part of the Impax Asset Management team since 2015 and has responsibility for global research, specialising in energy efficiency and pollution control in environmental markets sub-sectors.


Prior to Impax, David was part of the in-house asset management team at Tesco Pension Investment where he had joint responsibility for the global equities investment platform. David also worked at Sarasin & Partners as part of the team that worked on its flagship thematic global equity fund. David began his career as a graduate equity research analyst at Insight Investment.

David has a bachelor’s degree in Politics and Economics from the University of Bath.

Recent Insights

Enabling technologies core to the AI revolution

The artificial intelligence boom is underpinned by a rich ecosystem of hardware and software companies. Here we explore the tailwinds behind leading providers of chip design software tools, precision manufacturers, chip producers and computing infrastructure.

16 July 2024

Additional Insights

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Risk Warning

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