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 30th June 2024
Jon Forster,
Fotis Chatzimichalakis
Overview
The Climate Strategy seeks to generate long term outperformance of global equities by investing in companies providing solutions to the challenges around climate change. The Climate Strategy aims to invest globally in listed companies with demonstrable exposure to products and services enabling mitigation of climate change or adaptation to its consequences and aims to invest across a diverse range of sub-sectors. The Climate universe contains companies identified as typically having ≥50% revenues according to Impax’s Climate Opportunities Taxonomy.
Compelling growth story
Provides pure play exposure to growth opportunities of companies providing solutions for the mitigation of or adaptation to climate change.
Significant net environmental benefit
Portfolio companies are aligned with the Paris Agreement and provide significant net CO2 savings.
Unrivalled experience
Building on 20+ years of investing in environmental markets, we apply a proven process and our proprietary Climate Taxonomy to identify investment opportunities.
Discrete performance (%) USD
| 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Climate Composite (gross) | 6.47 | 14.31 | -24.87 | 16.69 | 35.02 | 36.41 |
| Climate Composite (net) | 6.04 | 13.63 | -25.32 | 16.06 | 34.29 | 35.67 |
| MSCI ACWI | 15.97 | 22.20 | -18.36 | 18.54 | 16.25 | 26.60 |
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.
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.