AUM
$132,616,430
Holdings
39
Launch Date
June 2018
Portfolio Managers
Kirsteen Morrison
David Winborne
Morningstar Low Carbon Designation™
Low Carbon logo
Global Equity Large Cap as of 5/31/25.
Based on 95% of AUM.

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 we believe are best positioned to to seize these opportunities and mitigate these risks.

Monthly Total Returns

(As of 06/30/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Global Opportunities Fund – Investor Class3.2510.798.409.1812.109.949.78
Impax Global Opportunities Fund – Institutional Class3.2910.908.529.4312.3710.2110.03
MSCI ACWI (Net) Index4.4911.5310.0516.1717.3513.6510.56

Quarterly Total Returns

(As of 03/31/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Global Opportunities Fund – Investor Class-4.62-2.16-2.16-1.772.8511.618.51
Impax Global Opportunities Fund – Institutional Class-4.64-2.14-2.14-1.523.0811.888.74
MSCI ACWI (Net) Index-3.95-1.32-1.327.156.9115.189.21
Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Risk Statistics

(As of 06/30/2025)
 Since Inception – 79 Months
Since Inception – 79 Months
Standard Deviation 17.33
Alpha -0.07
Beta 1.01
R-Squared 91
Standard Deviation 17.34
Alpha -0.05
Beta 1.01
R-Squared 91

Morningstar Ratings

(As of 06/30/2025)
 Global Large-Stock GrowthOverall3yrs5yrs10yrs
Impax Global Opportunities Fund – Investor Class Rating ★★★ ★★ ★★★
Impax Global Opportunities Fund – Institutional Class Rating ★★★ ★★ ★★★
  # In Peer Group 323 323 285
Based on risk adjusted returns.

Lipper Rankings

(As of 06/30/2025)
 Lipper Global Multi-Cap Growth1yr3yrs5yrs10yrs
Impax Global Opportunities Fund – Investor Class Percentile Rank 73 95 81
  Prime Rank 147 183 149
  # In Peer Group 202 194 184
Impax Global Opportunities Fund – Institutional Class Percentile Rank 71 92 77
  Prime Rank 143 178 141
  # In Peer Group 202 194 183
Based on total returns.

Net Asset Values

(As of 07/18/2025)
 N.A.V.% Change
Impax Global Opportunities Fund – Institutional Class $17.79 -0.39
Impax Global Opportunities Fund – Investor Class $17.65 -0.40

Asset Allocation

(As of 06/30/2025)

Portfolio Statistics

(As of 06/30/2025)
 Value
Value
Assets (all share classes)$132,616,430
Number of Holdings (All)39
Turnover Ratio (06/30/2025)32

Regions

(As of 06/30/2025)

Country Allocation

(As of 06/30/2025)
 Portfolio %
Portfolio %
United States 68.40
United Kingdom 6.70
Switzerland 5.00
Japan 5.00
Belgium 2.80
India 2.50
France 2.60
Ireland 2.10
Portugal 2.00
Netherlands 1.50

Top Sectors

(As of 06/30/2025)

Top Ten Holdings

(As of 06/30/2025)

Portfolio Management Team

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Contact Us

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Risk Warning

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