Impax Asian Environmental Markets

A fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.

The fund will screen pan-Asia stocks by the four selected environmental themes focusing on resource efficiency, namely renewables, water, food & agriculture and waste/resource recovery. Companies will be selected for their strength in delivering on the environmental theme, as well as how attractive they are from a financial perspective. In addition, they have a further ESG process wherein companies will be graded according to their overall commitment to corporate governance and ethical policies. We like the fund as it gives us exposure to compelling environmental themes as well as fast growing markets, and has performed well versus peers.