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
US$11,924m
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

Past performance does not predict future returns.

Discrete performance (%) USD

(As of 31/08/2023)
Past performance does not predict future returns.
 2023 YTD20222021202020192018
Global Opportunities Composite (gross)11.66-17.7420.6924.7435.09-4.11
Global Opportunities Composite (net)10.92-18.5619.8223.9534.09-4.82
MSCI ACWI14.80-18.3618.5416.2526.60-9.41

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 of 31st August 2023, 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.

Morningstar LogoMorningstar Four Stars
Overall Morningstar™ Rating Institutional Class (PXGOX) as of 08/31/2023.
Out of 314 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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Risk Warning

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

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