Water Strategy

The Impax Water Strategy is a long-only, all-cap global equity strategy that invests in stocks of companies operating across the water infrastructure, utilities and treatment sectors.

  • AUM

    £3.394m

  • Holdings

    40.60

  • Universe market cap

    US$1.1tn

  • Launch date

    January 2009

  • Portfolio managers

    Hubert Aarts
    Bruce Jenkyn-Jones
    Justin Winter

  • Universe

    c.300 companies

Cumulative performance (%) GBP

  • Water Strategy (gross)
  • FTSE EOWT
  • MSCI ACWI

Discrete performance (%) GBP

  2019 YTD 2018 2017 2016 2015 2014
Strategy (gross) 12.6 -6.1 18.6 32.6 9.2 9.4
Strategy (net) 12.4 -6.6 18.1 32.2 8.3 8.3
FTSE EO Water Technology 14.3 -5.3 16.2 28.9 9.4 14.1
MSCI ACWI 10.2 -3.8 13.2 28.7 3.3 10.6

 

All data as at 31 May 2019.

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 claims compliance with Global Investment Performance Standards (GIPS)®, downloaded the presentation here. Further information on composite data is available on request.