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 31 December 2024
US$7,172
Holdings
40-60
Universe
c.300 companies
Launch date
January 2009
Portfolio managers
Hubert Aarts
Justin Winter
Harry Boyle

Overview

The Water Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the rapidly growing water value chain. Investments are made in companies which have ≥20% of their underlying revenue coming from across the water value chain.

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.

Discrete performance (%) USD

(As of 28/02/2025)
Past performance does not predict future returns.
 2025 YTD20242023202220212020
Water Composite (gross)3.360.6023.30-21.4830.5120.01
Water Composite (net)3.300.2622.88-21.7530.0719.56
MSCI ACWI2.7317.4922.20-18.3618.5416.25

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.

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.