Specialists Strategy

The Impax Specialists Strategy aims to enable investors to benefit from the growth anticipated in Resource Efficiency and Environmental Markets, with a focus on the markets for cleaner and more efficient delivery of the basic services of energy, water and waste.

  • AUM

    £2.112m

  • Holdings

    55.65

  • Universe market cap

    US$2.7tn

  • Launch date

    March 2002

  • Portfolio managers

    Bruce Jenkyn-Jones
    Jon Forster

  • Universe

    c.1,100 companies

Cumulative performance (%) GBP

  • Specialists Strategy (gross)
  • FTSE ET (previously Impax ET1)
  • MSCI ACWI

Discrete performance (%) GBP

  2018 YTD 2017 2016 2015 2014 2013
Strategy (gross) -1.8 15.9 36.8 6.4 2.3 33.6
Strategy (net) -2.9 14.6 35.3 5.2 1.2 32.3
FTSE ET Index1 -3.5 20.2 21.9 5.0 4.1 41.9
MSCI ACWI 3.3 13.2 28.7 3.3 10.6 20.5

 

Vehicles

  • Impax Environmental Markets plc

    Read more
  • Impax Environmental Markets (Ireland) Fund

    Read more

All data as at 30 November 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). 1FTSE ET is a combination of FTSE ET100 and FTSE ET50 indices. FTSE ET50 data is from since inception to December 2013 and FTSE ET100 data from January 2014 onwards. 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.