United StatesDavid Winborne
Siddharth Jha
Overview
A thematic strategy investing in US listed companies that are developing innovative solutions to resource challenges in environmental markets.
Resource Efficiency
Powerful drivers – growing population, rising living standards and finite natural resources – have triggered above average growth for a diverse set of companies focused on resource efficiency.
Environmental Leaders
The fund employs a research-intensive bottom-up stock selection process to find the leading companies in increasingly important global environmental markets.
Positive Impact
Companies providing environmental solutions and net carbon reductions will help lead the transition to a sustainable global economy.
Discrete performance (%) USD
| 2022 YTD | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|
| Strategy (gross) | -15.18 | 26.25 | 25.97 | — | — | — |
| Strategy (net) | -15.43 | 25.62 | 25.34 | — | — | — |
| FTSE EO USA Index | -12.89 | 27.75 | 50.46 | 33.60 | -9.65 | 28.79 |
| MSCI USA | -13.97 | 26.45 | 20.73 | 30.88 | -5.04 | 21.19 |
All data as at 31 July 2022.
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. Performance source: FactSet, Bloomberg, WM Reuters. Data is in GBP. Composite figures are presented both gross and net of management fees and include the reinvestment of all income. MSCI USA index is total net return (net dividend reinvested). Impax Asset Management claims compliance with Global Investment Performance Standards (GIPS)®. 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.
About the Indexes
MSCI USA Index is designed to measure the performance of the large and mid cap segments of the US market. With 629 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in the US.