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. Climate is a fossil fuel free strategy.
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.
Building on 20+ years of investing in environmental markets, we apply a proven process and our proprietary Climate Taxonomy to identify investment opportunities.
Cumulative performance (%) USD
Discrete performance (%) USD
|Climate Composite (gross)||7.02||-24.87||16.69||35.02||36.41||-11.63|
|Climate Composite (net)||6.81||-25.32||16.06||34.29||35.67||-12.10|
Past performance does not predict future returns. Figures refer to the past and that past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you have invested. All data as of 30th April 2023, 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.