AUM
US$10,705m
Holdings
35-45
Launch date
January 2015
Portfolio managers
Kirsteen Morrison
David 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

(As of 28/02/2023)
 2023 YTD20222021202020192018
Strategy (gross)5.07-17.8120.6924.7435.09-4.11
Strategy (net)4.90-18.6219.8223.9534.09-4.82
MSCI ACWI4.10-18.3618.5416.2526.60-9.41

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.

Investment Vehicles

Impax Global Opportunities Fund

Investing in the transition toward a more sustainable economy.

Morningstar LogoMorningstar Four Stars
Overall Morningstar™ Rating Institutional Class (PXWIX) as of 02/28/2023.
Out of 308 Global Large-Stock Growth Funds based on risk-adjusted returns.

Portfolio Managers

Kirsteen Morrison

Senior Portfolio Manager

Kirsteen is a member of Impax Asset Management’s portfolio management team, specialising in Financials. She has worked at Impax since 2009.

Kirsteen began her career in the investment industry in 1987, investing in Asian equities at Royal London and then at Henderson Global Investors. Kirsteen 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 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

Additional Insights

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