Charles French

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Fund Performance

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Manager factsheet

Charles French
Impax Asset Management
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Manager profile

Charles serves as the Co-Chief Investment Officer providing leadership in the development and growth of the Impax Asset Management’s listed investments business, covering research, idea generation, portfolio management, ESG integration, and trading. He also focuses on overseeing the growth of Impax’s fixed income proposition, as well as the further development of research. Charles is also the co-Portfolio Manager of the Impax Global Social Leaders strategy. Prior to joining Impax Asset Management in 2022, Charles worked at Newton Investment Management where he started out as a global financial analyst before becoming a portfolio manager and heading up Newton’s multi-asset and equity opportunities teams. He was also deputy chief investment officer, providing leadership and oversight to a global investment team. Charles graduated with a bachelor’s degree in Economics from the University of Nottingham. He is also a member of the Institute of Chartered Accountants (ICAEW) in England and Wales

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Annualised total return over 5.3 years

+3.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Charles French	3.5	-	11.2	19.5	-
Peer Group Composite	12.3	-	35.8	47.5	-
Over / Under	-8.8	-	-24.6	-28.0	-

Total return for Charles French

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

72-108m

84-120m

24-60m

36-72m

48-84m

Discrete calendar year performance : Charles French

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Charles French	3.5	9.5	-	-	-	-5.1	13.2	-1.7	-	-
Peer Group Composite	12.3	10.6	-	-	-	1.1	7.4	-3.7	-	-
Over / Under	-8.8	-1.1	-	-	-	-6.2	5.8	2.0	-	-

Performance vs peer group composite: Charles French

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

2 years

out of a possible 5

Overall markets

Underperformed peer group composite

3 years

out of a possible 5

Rising markets

Outperformed peer group composite

1 year

out of a possible 4

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Impax Global Social Leaders	Co-managed	FO Equity - Ethical	since Dec 19 2023 to present

Funds managed previously

Fund	Periods

BNY Mellon 50/50 Global Equity	since Jan 05 2018 to Jul 30 2020
BNY Mellon UK Equity	since Jul 16 2021 to Jan 31 2022
BNY Mellon UK Opportunities (Responsible)	since Jul 16 2021 to Jan 31 2022
BNY Mellon European Opportunities (Responsible)	since Sep 01 2021 to Dec 31 2021
BNY Mellon Global Equity	since Sep 01 2021 to Dec 31 2021
BNY Mellon Sustainable Global Equity	since Sep 01 2021 to Dec 31 2021
Osprey	since Oct 01 2020 to fund close