Impax Global Equity Opportunities Fund Sterling A

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Impax Global Equity Opportunities Fund Sterling A
Fund21.20.327.018.315.7
+/-Cat4.25.12.7-5.32.2
+/-B’mrk2.42.8-0.6-11.11.0
 
Key Stats
NAV
23/09/2021
 GBP 2.62
Day Change 0.08%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN IE00BSXNJK40
Fund Size (Mil)
23/09/2021
 GBP 557.14
Share Class Size (Mil)
23/09/2021
 GBP 159.04
Max Initial Charge -
Ongoing Charge
05/03/2021
  1.13%
Morningstar Research
Analyst Report

It is built on the solid foundations of the successful listed equity offerings of Impax focused on environmental markets, following the same structured approach in fundamental stock analysis. Execution is in the hands of two experienced...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Impax Global Equity Opportunities Fund Sterling A
The fund invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, in order to achieve long-term capital growth. The manager aims to invest in companies with track records of generating consistent returns, which demonstrate above average free cash flow predictability, and where we believe a company’s longterm opportunities are not necessarily reflected in today’s share price. The investment process includes a strong focus on risks arising from the transition to a more sustainable global economy, as well as seeking to harness the opportunities.
Returns
Trailing Returns (GBP)23/09/2021
YTD16.44
3 Years Annualised15.77
5 Years Annualised15.76
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
David Winborne
07/09/2015
Kirsteen Morrison
31/12/2014
Inception Date
02/01/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR EURMSCI ACWI Growth 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 Global Equity Opportunities Fund Sterling A31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.620.0094.62
Bond0.000.000.00
Property0.000.000.00
Cash5.380.005.38
Other0.000.000.00
Top 5 Regions%
United States49.79
Eurozone14.19
United Kingdom14.05
Japan7.25
Asia - Developed5.94
Top 5 Sectors%
Technology21.25
Healthcare20.01
Financial Services19.13
Basic Materials12.63
Industrials12.23
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology4.15
IQVIA Holdings IncHealthcareHealthcare3.58
HDFC Bank Ltd ADRFinancial ServicesFinancial Services3.47
Linde PLCBasic MaterialsBasic Materials3.42
Equinix IncReal EstateReal Estate3.16
Impax Global Equity Opportunities Fund Sterling A

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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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