Global Opportunities Strategy

Impax’s Global Opportunities strategy invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, in order to achieve long-term capital growth. We aim to invest in companies with track records of generating consistent returns, which demonstrate above average free cash flow predictability, and where we believe a company’s long-term opportunities are not necessarily reflected in today’s share price. The investment process includes a strong focus on risks arising from the transition to a more sustainable global economy, as well as seeking to harness the opportunities.

  • Launch date

    January 2015

  • Holdings

    35.45

  • Portfolio managers

    Kirsteen Morrison
    David Winborne

Cumulative performance (%) GBP

  • Global Opportunities Strategy (gross)
  • MSCI ACWI

Discrete performance (%) GBP

  2018 YTD 2017 2016 2015 2014 2013
Strategy (gross) -0.2 22.6 20.8 4.4 - -
Strategy (net) -0.4 21.7 19.9 3.7 - -
MSCI ACWI -4.5 13.2 28.7 3.3 - -

 

All data as at 31 March 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. 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.