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Impax Asset Management
Impax Asset Management (Impax) is a specialist asset manager, investing in the opportunities arising from the transition to a more sustainable global economy.
About
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.
Impax has ca. 190 staff across six offices in the United Kingdom, the United States, Ireland and Hong Kong (as at 31 March 2021).
In April 2021, Fidante Partners became distribution partner for Impax in Australia and New Zealand.
Impax Asset Management Limited and Impax Asset Management (AIFM) Limited (collectively “Impax”) are wholly owned subsidiaries of Impax Asset Management Group plc. Impax is exempt from the requirement to hold an Australian financial services licence by operation of ASIC Class Order 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.
Approach
Impax believes capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity.
These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.
Impax invests in companies and assets that are well positioned to benefit from the shift to a more sustainable global economy. They seek higher quality companies with strong business models and governance that demonstrate sound management of risk.
Impax Sustainable Leaders Fund
Strategy
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. The Fund shall invest in equities of companies with at least 20% of revenue, profits or capital employed in environmental markets. Environmental markets include renewable & alternative energy, energy efficiency, water infrastructure & technologies, pollution control, waste management & technologies, environmental support services, and sustainable food, agriculture & forestry.
Suits 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
- To invest for at least five years
You should read the Fund's Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
Benchmark
MSCI All Country World Index Net Dividends Reinvested measured in Australian Dollars
Overview
6 June 2017
Inception Date
1.10%
Management Fee
Yearly
Distribution Frequency
5 Years
Suggested Minimum Time Frame
$25,000
Minimum Investment
ETL8171AU
APIR Code
The Impax Sustainable Leaders Fund ARSN 615 479 662 was previously named the BNP Paribas Environmental Equity Trust. Equity Trustees Limited (“Equity Trustees”) ABN 46 004 031 298 | AFSL 240975 is the Responsible Entity for the Impax Sustainable Leaders Fund (“the Fund”). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). 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 distributor of the Fund in Australia and New Zealand.
Forms
Related Resources
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Big things were expected on the climate agenda at the National People's Congress. So how did environmental objectives fare, and do we now have more clarify on China's route to net zero? Impax Asset Management discuss. Read more