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.

AUM
As of 30th September 2024
US$332m
Holdings
20-40
Universe
c.540 companies
Launch date
April 2019
Portfolio managers
David Winborne
Siddharth Jha
Luciano Lilloy Fedele

Overview

The US Environmental Leaders Strategy seeks to achieve sustainable, above market returns over the longer term by investing in US listed 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 typically have 20% of their underlying revenue generated by sales of products or services 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

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

(As of 30/11/2024)
Past performance does not predict future returns.
 2024 YTD20232022202120202019
US Environmental Leaders Composite (gross)16.5517.64-15.5326.2525.9710.64
US Environmental Leaders Composite (net)15.7017.11-15.9225.6225.3410.23
MSCI USA27.8826.49-19.8526.4520.7315.06

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 USA 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.

Portfolio Managers

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Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.