United StatesCapital 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.
Justin Winter
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.
Cumulative performance (%) USD
Past performance does not predict future returns.
Discrete performance (%) USD
| 2023 YTD | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|
| Water Composite (gross) | 13.64 | -21.48 | 30.51 | 20.01 | 35.99 | -11.62 |
| Water Composite (net) | 13.38 | -21.75 | 30.07 | 19.56 | 35.30 | -12.04 |
| FTSE EOWR Index | 10.11 | -17.58 | 23.10 | 14.95 | 32.66 | -10.83 |
| MSCI ACWI | 14.80 | -18.36 | 18.54 | 16.25 | 26.60 | -9.41 |
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 of 31st August 2023, unless otherwise stated. Performance is shown net of ongoing charges and portfolio costs, with net-income reinvested where applicable. Source: FactSet, Bloomberg, WM Reuters.
FTSE index is total return (gross dividend reinvested), MSCI 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.