Impax Environmental Leaders Fund Sterling X AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 21.4 | 23.0 | -13.2 | 10.0 | 7.9 | |
+/-Cat | -7.5 | 8.0 | -0.3 | 5.1 | 3.5 | |
+/-B’mrk | 9.1 | 3.4 | -5.5 | -5.3 | -1.2 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 17/04/2024 | GBP 2.72 | |
Day Change | -0.91% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BYQNSF13 | |
Fund Size (Mil) 17/04/2024 | GBP 227.99 | |
Share Class Size (Mil) 17/04/2024 | GBP 36.63 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.80% |
Morningstar Research |
Analyst Report | 01/02/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Impax Asset Management's Leaders strategy—which includes BNP Paribas Global Environment and Impax Environmental Leaders—benefits from a long-standing approach that has seen a strong and consistent execution. It resides in a team that has earned... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Impax Environmental Leaders Fund Sterling X Accumulation |
The Fund’s investment objective is to generate long term capital growth through an actively managed portfolio of equities from issuers across global equity markets. The Fund aims to enable investors to benefit from the growth anticipated in resource efficiency and environmental markets. Companies in these markets aim to provide solutions to local and global environmental pollution and improve efficient use of finite natural resources. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Winborne 01/01/2018 | ||
Siddharth Jha 01/01/2020 | ||
Click here to see others | ||
Inception Date 12/01/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Impax Environmental Leaders Fund Sterling X Accumulation | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.45 |
Linde PLC | Basic Materials | 4.20 |
Air Liquide SA | Basic Materials | 3.98 |
Waste Management Inc | Industrials | 3.90 |
Republic Services Inc | Industrials | 3.74 |
Increase Decrease New since last portfolio | ||
Impax Environmental Leaders Fund Sterling X Accumulation |