United StatesCapital 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.
As of 28th June 2024
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
| 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| US Large Cap Composite (gross) | 11.70 | 20.92 | -19.18 | 31.81 | 24.93 | 36.14 |
| US Large Cap Composite (net) | 11.28 | 20.13 | -19.70 | 30.95 | 24.11 | 35.25 |
| S&P 500 | 16.70 | 26.29 | -18.11 | 28.71 | 18.40 | 31.49 |
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 of 31st July 2024, 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.