Asia-Pacific Strategy

The Impax Asia-Pacific Strategy aims to achieve sustainable, above market returns over the longer term by investing regionally in Asia-Pacific companies active in the rapidly growing Resource Efficiency and Environmental Markets.

  • AUM

    £150m

  • Holdings

    40.60

  • Universe market cap

    US$1.8tn

  • Launch date

    November 2009

  • Portfolio managers

    David Li
    Bruce Jenkyn-Jones
    Oscar Yang

  • Universe

    c.600 companies

Cumulative performance (%) GBP

  • Asia-Pacific Strategy (gross)
  • FTSE EO AP Composite
  • MSCI AC AP Composite

Discrete performance (%) GBP

  2018 YTD 2017 2016 2015 2014 2013
Strategy (gross) -4.9 22.9 24.7 6.2 12.6 22.2
Strategy (net) -5.9 21.7 23.5 5.2 11.5 21.0
FTSE EO AP Composite1 -2.7 18.3 22.0 -1.0 5.8 15.7
MSCI AC AP Composite2 -5.1 22.9 26.7 -0.1 8.0 6.0

 

Vehicles

  • Impax Asian Environmental Markets (Ireland) Fund

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All data as at 30 November 2018.

Performance source: FactSet, WM Reuters. Data is in GBP. 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). 1FTSE EO AP Composite is a custom made benchmark made up of 80% FTSE EO Asia-Pacific ex-Japan and 20% FTSE EO Japan rebalanced monthly. 2MSCI AC AP Composite is a custom made benchmark made up of 80% MSCI AC Asia-Pacific ex-Japan and 20% MSCI Japan rebalanced monthly. 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. Impax Asset Management Limited and Impax Asset Management (AIFM) Limited claim compliance with the Global Investment Performance Standards (GIPS)®. Further information on composite data is available on request.