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.
Universe
c.2,300 companies
Portfolio managers
Fotis Chatzimichalakis, CFA®
Sanjeev Lakhani, CFA®
Luciano Lilloy, CFA®
The Leaders Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies that are developing innovative solutions to resource challenges in environmental markets. These markets address a number of long term macro-economic themes: growing populations, rising living standards, increasing urbanization, rising consumption, and depletion of limited natural resources. Investments are made in companies which have ≥20% of their underlying revenue generated by sales of products or services in environmental markets.
Long-term trends across diverse opportunities support compelling earnings growth potential.
Holistic, disciplined investment process seeks to deliver a high conviction portfolio, managed by an experienced team.
High active share1 across mid and large caps, providing unique portfolio positioning
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.
United States