About IGSIX
The Impax Global Social Leaders Fund Institutional Class is an actively managed mutual fund focused on global equities. Its primary objective is to invest in companies that both demonstrate strong, innovative corporate cultures and deliver products or services with measurable benefits to society. The fund’s strategy is built around a proprietary social taxonomy designed to identify long-term growth opportunities arising from major demographic and societal shifts, such as aging populations, rising chronic disease incidence, income growth among lower-income populations, urbanization, and transformative technologies. To qualify for inclusion, companies must generate at least 20% of their revenues from activities that contribute positively to society.
The portfolio is diversified across sectors and regions, with significant exposures to North America and Europe, and investments spanning industries including financials, consumer discretionary, information technology, and healthcare. Rigorous fundamental research and ESG (environmental, social, and governance) analysis are employed to select high-quality companies that are believed to trade below intrinsic value. The fund’s role in the market is to provide investors with access to firms at the forefront of addressing pressing societal challenges while fostering sustainable long-term growth through responsible business practices.
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol IGSIX
Share Class Institutional Class
Index Index is not provided by Management Company
IGSIX had a total return of -4.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.56%.
