Q3 AUM update
Impax Asset Management Group plc reported that its assets under management (AUM) reached £23.3 billion as of June 30, 2026, marking a 4.4% increase during the third quarter. This growth was driven by strong performance in thematic equities, systematic equities, and fixed income strategies, with most outperforming their respective indices. While net outflows were impacted by an anticipated one-off tender process, the company noted an improving trend in flows from its largest distribution partner and positive net inflows into its US systematic equities funds, with plans to launch a UCITS product in Europe later this year.
Select text to share a quote on X · sign in to keep highlights & notes in your IPX notes
Impax, the AIM-listed specialist investor focused on the transition to a more sustainable economy, today provides an update on the development of its assets under discretionary and advisory management ("AUM") for the third quarter of its financial year.
On 30 June 2026, the Company's AUM totalled £23.3 billion, representing an increase of 4.4% over the three-month period ("the Period").
Ian Simm, Chief Executive, said:
"With global equities markets reflecting the structural trends on which we focus, the performance of our thematic equities, systematic equities and fixed income strategies since the start of the calendar year has remained strong, with most outperforming relevant indices.
"Our net flows picture has also improved, excluding the anticipated one-off impact of the 'Exit Tender' process by Impax Environmental Markets plc, which accounted for 43% of total net outflows in the quarter. We continue to see an improving trend in flows via our largest distribution partner, demonstrating an increased interest in our thematic equities range.
"Meanwhile, with our systematic equities funds in the U.S. receiving net inflows during the Period, we are responding to client demand in Europe with the intention to launch our first UCITS product in this area later this year."
Movements in the Company's AUM for the quarter ended 30 June 2026
| Listed equities | Fixed income | Private markets | Total Firm | |
|---|---|---|---|---|
| £m | £m | £m | £m | |
| Total AUM at 31 March 2026 | 19,342 | 2,329 | 641 | 22,312 |
| IEM plc net flows | (754) | - | - | (754) |
| Net flows (ex-IEM plc) | (990) | (4) | - | (994) |
| Performance, market movement & FX | 2,719 | 17 | (9) | 2,727 |
| Total AUM at 30 June 2026 | 20,317 | 2,341 | 632 | 23,291 |
Cleaned text: letterheads, contacts and legal notices removed. View the original announcement ↗ · Company filings. Not investment advice.