Australia

About the Fund

The Impax Global Opportunities Fund seeks to achieve long term capital growth by investing in companies that possess sustainable competitive advantages, across listed equity markets and sectors.

The transition to a more sustainable economic model creates opportunities for well-positioned companies.
The investment process includes a strong focus on risks arising from the transition to a more sustainable economy.
The proprietary “Impax Sustainability Lens” identifies durable companies best positioned to seize these opportunities and mitigate these risks.
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Why this Fund

The Impax Global Opportunities Fund invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, that seeks to achieve long-term capital growth. Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest investment managers dedicated to this area.

Focus on companies with clear competitive advantages and demonstrable pricing power, within secular growth segments.
An all-cap concentrated portfolio that invests in high quality global companies with sustainability tailwinds.
The team applies Impax's proprietary Sustainability Lens to identify areas of opportunities and risk.
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Fund Facts

About this Fund
Inception date
28 September 2023
Benchmark
MSCI ACWI
Distribution Frequency
Annually 
Suggested Min Timeframe
5 years
Currency
AUD
Portfolio Managers

Kirsteen Morrison

David Winborne

Fund IDs
ARSN

664 065 141

APIR

HOW9619AU

Fees / Pricing
Management Costs
0.99%
Min Investment
$10,000.00 AUD
 

Impax Asset Management Limited (“Impax”) is the investment manager of the Fund and is exempt from the requirement to hold an Australian financial services licence pursuant to ASIC Class Order CO 03/1099: UK FCA regulated financial service providers, as modified by ASIC Corporations (Repeal and Transitional) Instrument 2016/396. Impax is authorised and regulated in the UK by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws. Fidante Partners Limited (“Fidante”) ABN 94 002 835 592 | AFSL 234668 is the is the issuer, responsible entity and distributor of the Fund in Australia. 

Insights

View all insights
Finding Alpha Podcast | The Future of Sustainable Investing
In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.
Silent enablers of the global tech boom in Asia
In this article Impax explain how these structural trends are combining with consumer technology product lifecycles to create selective opportunities for long-term investors focused on the Asian technology sector.
Offshore wind can soar once choppy waters calm
Impax Asset Management discusses the offshore wind industry, which has weathered a challenging couple of years, buffeted by higher interest rates, material costs, and supply chain issues.

Resources

You should read the Fund's TMD and this PDS to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.

Reports & Flyers

Fund Flyer
Fund Report

Offer Documents

Product Disclosure Statement
Target Market Disclosure
Additional Information Booklet (AIB)

Ways to Invest

Impax Asset Management Limited (“Impax”) is the investment manager of the Fund and is exempt from the requirement to hold an Australian financial services licence pursuant to ASIC Class Order CO 03/1099: UK FCA regulated financial service providers, as modified by ASIC Corporations (Repeal and Transitional) Instrument 2016/396. Impax is authorised and regulated in the UK by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws. Fidante Partners Limited (“Fidante”) ABN 94 002 835 592 | AFSL 234668 is the is the issuer, responsible entity and distributor of the Fund in Australia.