United StatesJon Forster
Overview
A global thematic strategy investing in companies that are developing innovative solutions to resource challenges in four key areas: energy; water; waste and resource recovery; and sustainable food, agriculture and forestry.
High Growth
Powerful drivers – growing population, rising living standards and finite natural resources – have triggered above average growth for companies in the environmental markets.
Pure Play
All companies derive the majority of their revenues or profits by creating solutions to environmental constraints.
Positive Impact
5 years of impact reporting demonstrating environmental benefits from companies in the portfolio
Discrete performance (%) USD
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|
| Strategy (gross) | 33.0 | 35.9 | -14.7 | 26.9 | 14.7 | 0.5 |
| Strategy (net) | 31.6 | 34.4 | -15.6 | 25.5 | 13.4 | -0.6 |
| FTSE ET Index2 | 96.4 | 34.4 | -15.2 | 31.6 | 2.2 | -0.8 |
| MSCI ACWI | 16.3 | 26.6 | -9.4 | 24.0 | 7.9 | -2.4 |
All data as at 31 December 2020.
1Total assets in the Specialists strategy excluding one mandate with significantly different objectives and weightings compared to the other Specialists Funds. Performance source: FactSet, Bloomberg, WM Reuters. Data is in USD. Composite figures are presented both gross and net of management fees and include the reinvestment of all income. FTSE index is total return (gross dividend reinvested), MSCI index is total net return (net dividend reinvested). 2FTSE ET is a combination of FTSE ET100 and FTSE ET50 indices. FTSE ET50 data is from since inception to December 2013 and FTSE ET100 data from January 2014 onwards. 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. Impax Asset Management claims compliance with Global Investment Performance Standards (GIPS)®, download the presentation here. 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.