Impax Global Equity Opportunities Fund Sterling A

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Performance History30/09/2024
Growth of 1,000 (GBP) Advanced Graph
Impax Global Equity Opportunities Fund Sterling A
Fund18.320.6-8.78.710.2
+/-Cat-5.36.09.3-7.30.8
+/-B’mrk-2.510.2-13.6-4.2
 
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 Report18/06/2024
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
People24
Parent24
Process24
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
Trailing Returns (GBP)03/10/2024
YTD10.17
3 Years Annualised5.30
5 Years Annualised10.18
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar Gbl Growth 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 Global Equity Opportunities Fund Sterling A31/08/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.990.0097.99
Bond0.000.000.00
Property0.000.000.00
Cash2.010.002.01
Other0.000.000.00
Top 5 Regions%
United States58.97
Eurozone12.24
United Kingdom11.42
Europe - ex Euro7.98
Japan4.90
Top 5 Sectors%
Healthcare23.29
Financial Services23.04
Technology22.36
Industrials12.94
Basic Materials8.85
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology4.22
Alcon IncHealthcareHealthcare4.02
Mastercard Inc Class AFinancial ServicesFinancial Services3.94
Linde PLCBasic MaterialsBasic Materials3.81
Thermo Fisher Scientific IncHealthcareHealthcare3.49
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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