The Impax Sustrainable Leaders Fund seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing resource efficiency and environmental markets. 

Benefits of investing in the Impax Sustainable Leaders Fund

• Deep knowledge of sub-sectors: Impax is one of the longest established asset managers dedicated to investing in resource efficiency and environmental markets, and is widely acknowledged as a thought leader within these markets.

• Client focused investment strategies: Impax has developed a proprietary universe of companies where the underlying exposure to the resource efficiency of every company has been assessed so that clients are able to understand the exposure of their total portfolio to these end markets.

• Investment Insight: The principal driver of differential investment insight is the strength of Impax's investment team. Impax has one of the largest investment teams globally dedicated to fundamentally driven investments in the environmental and sustainability oriented markets. Impax's investment team comprises individuals with diverse backgrounds, bringing together complementary skills and experience which adds depth to the investment process. This includes highly experienced portfolio managers, scientists, former business analysts, venture capitalists, and regional and legislation specialists. 

Risk level

Very High

Investor suitability

The Trust is designed for investors seeking to achieve sustainable, above market returns over the longer term by investing globally in companies active in the resource efficiency and environmental markets.

The Fund is designed for investors seeking to achieve sustainable, above market returns over the longer term by investing globally in companies active in the resource efficiency and environmental markets.

About the Fund

The Impax Sustainable Leaders Fund seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing resource efficiency and environmental markets.

Style and Strategy

The style is to identify growth at a reasonable price, with a bias to quality stocks.

The Trust invests in equities of companies with at least 20% of revenue, profits or capital employed in environmental markets.

A research intensive, bottom up stock picking process complemented by a top down Macro and Themes overlay ensures research is focused on the most promising regions and sectors.

How we invest your money

Impax's investment philosophy is based upon the premise that the most profitable approach to listed equity investing is to invest in companies that operate in markets where there are long-term themes that underpin growth and where those companies are poorly understood and, therefore, inefficiently priced to provide opportunities for a specialist active manager to add value. Impax's listed equity strategies seek out mispriced companies that are set to benefit from the long-term trends of rising global populations and wealth, changing demographics, urbanisation, increasing consumption, and the resultant increases in resource demand. Investment is focused on a small number of deeply researched global equity strategies across energy efficiency, alternative energy, water, waste/resource recovery, food and agriculture related markets. Companies in these markets are generally characterised by high levels of corporate activity, low levels of sell-side coverage, rapid technological innovation and regulatory momentum. This means that the sectors Impax invests in are complex to understand and challenging to navigate, leading to a prevalence of mis-pricing that Impax seeks to exploit through a specialist focus and expert team.

Asset allocation

The target asset allocation range is 90-100% global equities, 0-10% cash.

Impax does not use currency hedging therefore the Trust is considered to be unhedged'.