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.
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.
Introducing the Impax Global Opportunities Strategy
Fund Facts
Fund Performance & Distributions
Fund Performance (Net) as at 30 Nov 2024
| 1M | 3M | 1YR | 3YR (p.a) | 5YR (p.a) | 10YR (p.a) | SI (p.a) | |
|---|---|---|---|---|---|---|---|
| Fund | 2.38% | 3.39% | 19.47% | - | - | - | 17.93% |
Data powered by FE fundinfo
Past performance is not a reliable indicator of future performance.
The inception date of the Fund is 28 September 2023.
FE fundinfo calculates performance using the Australian FSC Standard by constructing a total value index series that reflects the percentage change in investments assuming the reinvestment of all distributions. A total value index series is constructed using the Ex-Distribution exit price, which is calculated at the end of a distribution period by deducting the distribution amount by the Cum distribution exit price.
Data powered by FE fundinfo
Performance is calculated on a bid-to-bid basis with income reinvested. It is important to know that unit prices reflect the value of the underlying assets of the funds and so can go down as well as up.
Past performance is not indicative of future performance. Where a fund invests in overseas securities, the unit prices may also rise and fall purely on account of exchange rate fluctuations.
Data powered by FE fundinfo
© FE fundinfo 2023. All rights reserved. The compilation of data contained in this report is the copyright of FE fundinfo. It may be copied only incidentally to print single copies for use by those authorised to view it. Whilst reasonable care has been taken in the compilation of the data, it is not warranted to be accurate or complete, and has been drawn by FE fundinfo from sources which are also not warranted to be accurate or complete.
Performance figures are calculated on an exit – exit basis and shown in Australian Dollars.
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.
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.
The rating issued 04/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.