Impax Environmental Markets (Ireland) Fund X GBP Acc

Performance History30/11/2020
Growth of 1,000 (GBP) Advanced Graph
Impax Environmental Markets (Ireland) Fund X GBP Acc
Fund-13.7-8.726.718.6
+/-Cat--2.02.03.2-5.0
+/-B’mrk-1.9-5.74.08.3
 
Key Stats
NAV
01/12/2020
 GBP 2.18
Day Change 0.37%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector -
ISIN IE00BYQNSD98
Fund Size (Mil)
01/12/2020
 GBP 582.55
Share Class Size (Mil)
01/12/2020
 GBP 285.81
Max Initial Charge -
Ongoing Charge
20/07/2020
  0.96%
Investment Objective: Impax Environmental Markets (Ireland) Fund X GBP Acc
The Fund was formed to enable investors to benefit from rapid and sustained growth anticipated by the Directors in the markets for cleaner and more efficient delivery of basic services of energy, water and waste. Investments are made predominantly in quoted companies which provide, utilize, implement or advise upon technology-based systems, products or services in Environmental Markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management.
Returns
Trailing Returns (GBP)01/12/2020
YTD19.03
3 Years Annualised11.83
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Bruce Jenkyn-Jones
09/12/2004
Jon Forster
09/12/2004
Inception Date
18/02/2016
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI World 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 Markets (Ireland) Fund X GBP Acc31/10/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.620.0095.62
Bond0.000.000.00
Property0.000.000.00
Cash4.380.004.38
Other0.000.000.00
Top 5 Regions%
United States44.45
Eurozone19.20
Europe - ex Euro10.19
Asia - Emerging8.44
United Kingdom7.62
Top 5 Sectors%
Industrials41.07
Technology21.26
Utilities15.01
Basic Materials9.00
Consumer Cyclical4.72
Top 5 HoldingsSector%
Koninklijke DSM NVBasic MaterialsBasic Materials2.69
Generac Holdings IncIndustrialsIndustrials2.66
Rayonier IncReal EstateReal Estate2.58
Indraprastha Gas LtdUtilitiesUtilities2.54
American Water Works Co IncUtilitiesUtilities2.50
Impax Environmental Markets (Ireland) Fund X GBP Acc

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