Food & Agriculture Strategy

The Impax Food & Agriculture Strategy is a long-only, all-cap equity strategy investing in the most innovative leaders in sustainable food supply, resource efficiency and nutrition. The strategy seeks to deliver long-term capital growth and a level of income.

  • AUM

    £719m

  • Holdings

    25.35

  • Universe market cap

    US$2.8tn

  • Launch date

    December 2012

  • Portfolio managers

    Michael Landymore
    Bruce Jenkyn-Jones

  • Universe

    c.600 companies

Cumulative performance (%) GBP

  • Food & Agriculture Strategy (gross)
  • MSCI ACWI Agriculture & Food Chain
  • MSCI ACWI

Discrete performance (%) GBP

  2018 YTD 2017 2016 2015 2014 2013
Strategy (gross) 1.9 13.4 30.5 5.0 5.3 17.3
Strategy (net) 1.7 12.8 29.2 4.0 4.6 16.6
MSCI ACWI Agriculture & Food Chain 2.3 3.6 24.5 6.4 11.1 11.7
MSCI ACWI 7.6 13.2 28.7 3.3 10.6 20.5

 

All data as at 31 August 2018.

Performance source: FactSet, Bloomberg, WM Reuters. Data is in GBP. Composite figures are presented both gross and net of management fees and include the reinvestment of all income. MSCI indices are total net return (net dividend reinvested). 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.