Impax Environmental Leaders Fund M1 GBP Acc

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Performance History30/09/2018
Growth of 1,000 (GBP) Advanced Graph
Impax Environmental Leaders Fund M1 GBP Acc
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Key Stats
NAV
24/09/2018
 GBP 1.07
Day Change -1.11%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN IE00BD09K853
Fund Size (Mil)
13/05/2024
 GBP 239.29
Share Class Size (Mil)
25/09/2018
 GBP 4.87
Max Initial Charge -
Ongoing Charge
01/02/2021
  0.80%
Morningstar Research
Analyst Report-
,
Morningstar, Inc

Impax Asset Management's Leaders strategy--which includes BNP Paribas Global Environment, Impax Environmental Leaders, Impax Sustainable Leaders, and Pax Global Environmental Markets--is managed by one of the strongest teams specializing in...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent24
Process24
Performance
Price
Investment Objective: Impax Environmental Leaders Fund M1 GBP Acc
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
Trailing Returns (GBP)24/09/2018
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
David Winborne
01/01/2018
Siddharth Jha
01/01/2020
Click here to see others
Inception Date
16/03/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar Global TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Impax Environmental Leaders Fund M1 GBP Acc31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.820.0097.82
Bond0.000.000.00
Property0.000.000.00
Cash2.180.002.18
Other0.000.000.00
Top 5 Regions%
United States65.39
Eurozone19.88
Europe - ex Euro4.74
United Kingdom3.55
Asia - Developed3.47
Top 5 Sectors%
Industrials38.82
Technology25.05
Basic Materials13.25
Healthcare12.30
Consumer Cyclical4.60
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology4.45
Linde PLCBasic MaterialsBasic Materials4.20
Air Liquide SABasic MaterialsBasic Materials3.98
Waste Management IncIndustrialsIndustrials3.90
Republic Services IncIndustrialsIndustrials3.74
Impax Environmental Leaders Fund M1 GBP Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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