United StatesUnited States Institutional Investor

US Large Cap Strategy

Focused on companies with strong prospects and attractive valuations.

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$1,964m
Holdings
50
Launch date
December 2016
Portfolio managers
Andrew Braun
Barbara Browning

Overview

A core equity strategy that fully integrates analysis of sustainability risks and opportunities and invests in companies that have strong prospects and attractive valuations.

Strong Prospects

Bottom-up stock selection focuses on identifying companies with favourable business trends, superior management, and potential catalysts that can drive stock price appreciation.

Valuation

Disciplined valuation process evaluates long-term upside potential and downside risk.

Sustainability Lens

The proprietary Impax Sustainability Lens identifies durable companies best positioned to seize opportunities and mitigate risks arising from the transition to a more sustainable economy.

Discrete performance (%) USD

(As of 31/12/2024)
Past performance does not predict future returns.
 2024 YTD20232022202120202019
US Large Cap Composite (gross)15.2020.92-19.1831.8124.9336.14
US Large Cap Composite (net)14.4520.13-19.7030.9524.1135.25
S&P 50025.0226.29-18.1128.7118.4031.49

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.

S&P 500 Index is an unmanaged index of large capitalization common stocks.

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

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Impax Large Cap Fund

Focused on companies with strong prospects and attractive valuations.

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Risk Warning

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