United StatesDavid Winborne
Overview
An all cap global equity strategy that invests in companies possessing sustainable competitive advantages in order to achieve long-term capital growth
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.
Cumulative performance (%) USD
Discrete performance (%) USD
| 2023 YTD | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|
| Strategy (gross) | 5.07 | -17.81 | 20.69 | 24.74 | 35.09 | -4.11 |
| Strategy (net) | 4.90 | -18.62 | 19.82 | 23.95 | 34.09 | -4.82 |
| MSCI ACWI | 4.10 | -18.36 | 18.54 | 16.25 | 26.60 | -9.41 |
All data as at 28 February 2023.
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. Performance 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. MSCI index is total net return (net dividend reinvested). Impax Asset Management claim compliance with 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.
About the Index
MSCI All-Country World Index (ACWI) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI ACWI consists of 47 country indexes comprising 23 developed and 24 emerging market country indexes. The developed market country indexes included are: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, United Kingdom and United States. The emerging market country indexes included are: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Pakistan, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates.