United StatesJustin Winter
Overview
The Impax Water Strategy is a long-only, all-cap global equity strategy that invests in stocks of companies operating across the water infrastructure, utilities and treatment sectors.
The challenge
The world’s water resources are under strain, with a gap between the supply and demand, as well as concerns about quality and the age of infrastructure.
Diverse opportunities
Across consumer and industrial end markets in developed and emerging markets.
Sustainable Development Goals
Aligned with UN objectives to improve infrastructure, responsible consumption and access to water and sanitation.
Cumulative performance (%) USD
Discrete performance (%) USD
| 2023 YTD | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|
| Strategy (gross) | 8.38 | -21.48 | 30.51 | 20.01 | 35.99 | -11.62 |
| Strategy (net) | 8.31 | -21.75 | 30.07 | 19.56 | 35.30 | -12.04 |
| FTSE EOWR Index | 3.81 | -17.58 | 23.10 | 14.95 | 32.66 | -10.83 |
| MSCI ACWI | 4.10 | -18.36 | 18.54 | 16.25 | 26.60 | -9.41 |
All data as at 28 February 2023.
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 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). 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.