Leaders Strategy

The Impax Leaders Strategy is a long-only, all-cap global equity strategy investing in resource efficiency and environmental markets.

  • AUM

    £2.666m

  • Holdings

    40.60

  • Universe market cap

    US$5.5tn

  • Launch date

    March 2008

  • Portfolio managers

    Hubert Aarts
    Bruce Jenkyn-Jones
    David Winborne

  • Universe

    c.1,500 companies

Cumulative performance (%) GBP

  • Leaders Strategy (gross)
  • FTSE EOAS
  • MSCI ACWI

Discrete performance (%) GBP

  2018 YTD 2017 2016 2015 2014 2013
Strategy (gross) 3.2 17.1 33.5 4.7 4.1 30.6
Strategy (net) 2.6 16.1 32.4 4.1 3.5 29.9
FTSE EOAS 3.9 19.7 33.2 3.8 6.4 29.5
MSCI ACWI 7.6 13.2 28.7 3.3 10.6 20.5

 

Vehicles

  • Impax Environmental Leaders (Ireland) Fund

    Read more

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. FTSE index is total return (gross dividend reinvested), MSCI index is 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.