Impax Sustainable Allocation Fund Q3 2025 Commentary

November 16, 2025admin

**Impax Sustainable Allocation Fund Q3 2025 Commentary**
*Impax Asset Management*

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### Summary

The Fund underperformed its blended benchmark (60% S&P 500 / 40% Bloomberg Barclays US Aggregate Bond Index) during Q3 2025. Global equities posted strong gains, supported by resilient macroeconomic conditions, improving corporate earnings, fiscal stimulus, and deregulation in the banking sector.

For equities, investors are closely monitoring the Federal Reserve’s policy direction, with expectations for rate cuts as inflation cools and the labor market normalizes.

The investment team is prioritizing resilient, high-quality businesses in innovative healthcare, digital infrastructure, resource efficiency, and sustainable solutions to capture secular growth and bolster portfolio stability.

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### Performance

During Q3 2025, the Fund underperformed its blended benchmark (60% S&P 500 / 40% Bloomberg Barclays US Aggregate Bond Index). Despite this, risk assets rallied throughout the quarter amid favorable macroeconomic conditions.

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### Market Overview

Despite elevated geopolitical risks and ongoing concerns about US fiscal sustainability, risk assets delivered strong returns. Supportive factors included robust corporate earnings, fiscal stimulus measures, and deregulation in the banking sector.

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### About Impax Asset Management

Founded in 1998, Impax is a specialist asset manager focused on investing in opportunities arising from the transition to a more sustainable global economy.

Impax believes that capital markets will be profoundly shaped by global sustainability challenges, including climate change, pollution, and critical investments in human capital, infrastructure, and resource efficiency.

These trends will generate growth opportunities for well-positioned companies while presenting risks for those unable or unwilling to adapt.

Impax offers a comprehensive suite of investment solutions across multiple asset classes, seeking strong risk-adjusted returns over the medium to long term.

The firm manages funds and accounts in five key areas:
– Actively managed long-only equity
– Fixed income
– Systematic equities
– Multi-asset
– New energy infrastructure

Impax has offices in the United Kingdom, United States, Ireland, Denmark, Hong Kong, and Japan, with approximately £36.9 billion in assets under management. It also boasts one of the investment management sector’s largest teams dedicated to sustainable development.

For inquiries or communication, please use Impax’s official channels.

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