AUM
US$1,495m
Holdings
49
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. The strategy is also fossil fuel free.

Discrete performance (%) USD

2021 YTD20202019201820172016
Strategy (gross)27.524.936.1-4.121.8-0.8
Strategy (net)26.924.235.3-4.721.0-0.8
S&P 50024.018.431.5-4.421.8-0.8

All data as at 31 October 2021

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. Source: FactSet/WM Reuters/Bloomberg. MSCI index is total net return (net dividend reinvested), FTSE index is total return (gross dividend reinvested). Impax Asset Management Limited claims compliance with the 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.

Investment Vehicles

Pax Large Cap Fund

Focused on companies with strong prospects and attractive valuations.

Morningstar LogoMorningstar Five Stars
Overall Morningstar™ Rating Institutional Class (PXLIX) as of 10/31/2021.
Out of 1250 Large Blend Funds based on risk adjusted returns.

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