Kirsteen Morrison

Impax Asset Management (“Impax”), a specialist asset manager focused on the transition to a more sustainable economy, has launched its Global Opportunities Fund in Australia, responding to increasing demand from Australian investors for access to global sustainable investment opportunities.

The Impax Global Opportunities Fund is an all-cap global equities product that seeks to achieve long-term capital growth by investing in companies that demonstrate competitive advantages and clear alignment with a more sustainable global economy.

Managed by Kirsteen Morrison and David Winborne in the UK, the new Fund seeks to replicate the Global Opportunities strategy, which has been trading since 2015, delivering an average annual net return of 12.8 percent since inception, outperforming its benchmark, the MSCI All Countries World Index (ACWI)^.

Commenting on Impax’s decision to bring the Fund to Australia, Co-Portfolio Manager, David Winborne said: “Australian investors are recognising the opportunity to capitalise on the transition to a more sustainable economy and are wanting greater access to quality funds that take a sector agnostic approach to identifying opportunities.

“The Impax Global Opportunities Fund invests in companies that we believe possess sustainable advantages and have the potential to achieve long-term capital growth. We focus on companies with proven track records of generating consistent operational returns, demonstrating above average free cash flow predictability, and where we believe those companies’ long-term opportunities are not necessarily reflected in today’s share price.”

Kirsteen Morrison, Co-Portfolio Manager added: “Our investment process includes a strong focus on the risks arising from the transition to a more sustainable global economy, as well as seeking to harness the opportunities related to that multi-faceted transition. These include, for example, the clean energy transition, with electric vehicles being a key benefactor; the health and wellness transition, with a move to more natural ingredients; and the shift to more personalised medical care, with stronger demand for diagnostic tools.”

Founded in 1998, Impax 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, with over A$76 billion in AUM^^ across global listed equities, fixed income, and private markets.

In Australia, Fidante Partners Ltd is the Responsible Entity of the Impax Global Opportunities Fund and has been the distribution partner for Impax in Australia and New Zealand since 2021.

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