About PAXGX
The Impax Global Opportunities Fund Investor Class is an actively managed mutual fund focused on global equity investments. Its primary objective is to achieve long-term capital growth by investing in companies poised to benefit from the global transition to a more sustainable economy. The fund employs a proprietary Sustainability Lens, integrating rigorous bottom-up stock selection and environmental, social, and governance (ESG) research to identify high-quality companies with durable competitive advantages and strong financial profiles.
The fund maintains a high-conviction, all-cap portfolio typically composed of 35 to 45 holdings diversified across sectors and regions. Its investments are globally distributed, with significant allocations to industries such as technology, industrials, healthcare, and financial services. The largest geographic exposure is to the United States, complemented by holdings in the United Kingdom, Switzerland, Japan, and other developed and emerging markets.
Designed for investors seeking purposeful exposure to companies driving resource efficiency and sustainable innovation, the fund is managed by a seasoned team with deep expertise in sustainable investment strategies. It plays a notable role in the market by aligning capital with long-term global sustainability trends while focusing on risk-adjusted returns and robust fundamental analysis.
Fund Family Impax Asset Management
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PAXGX
Share Class Investor Class
Index MSCI AC World NR USD
PAXGX had a total return of 6.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.45%.
