Impax Global Equity Opportunities Fund Sterling ARegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.3 | 20.6 | -8.7 | 8.7 | 10.2 | |
+/-Cat | -5.3 | 6.0 | 9.3 | -7.3 | 0.8 | |
+/-B’mrk | - | 2.5 | 10.2 | -13.6 | -4.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 03/10/2024 | GBP 2.97 | |
Day Change | 0.14% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BSXNJK40 | |
Fund Size (Mil) 03/10/2024 | GBP 1122.60 | |
Share Class Size (Mil) 03/10/2024 | GBP 142.49 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.09% |
Morningstar Research |
Analyst Report | 18/06/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Impax Global Equity Opportunities has a solid foundation in Impax's strong heritage of investing in environmental markets, extended here to sustainable investing.. It benefits from a comprehensive team that sports experience and stability. The... | |
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 Global Equity Opportunities Fund Sterling A |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Winborne 01/01/2018 | ||
Kirsteen Morrison 01/01/2014 | ||
Inception Date 02/01/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Impax Global Equity Opportunities Fund Sterling A | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.22 |
Alcon Inc | Healthcare | 4.02 |
Mastercard Inc Class A | Financial Services | 3.94 |
Linde PLC | Basic Materials | 3.81 |
Thermo Fisher Scientific Inc | Healthcare | 3.49 |
Increase Decrease New since last portfolio | ||
Impax Global Equity Opportunities Fund Sterling A |