Impax Environmental Markets (Ireland) Fund X GBP Acc

Performance History31/01/2020
Growth of 1,000 (GBP) Advanced Graph
Impax Environmental Markets (Ireland) Fund X GBP Acc
Fund-13.7-8.726.7-1.2
+/-Cat--2.02.03.2-1.2
+/-B’mrk-1.9-5.74.0-1.1
 
Key Stats
NAV
18/02/2020
 GBP 1.89
Day Change -0.94%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector -
ISIN IE00BYQNSD98
Fund Size (Mil)
18/02/2020
 GBP 336.37
Share Class Size (Mil)
18/02/2020
 GBP 133.05
Max Initial Charge 1.00%
Ongoing Charge
18/06/2019
  0.98%
Morningstar Research
Analyst Report

Impax Environmental Markets remains a solid offering for investors seeking exposure to environmental markets equities.In our view, this strategy benefits from highly experienced comanagers Bruce Jenkyn-Jones and Jon Forster. Both have more than...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PriceNeutral
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)18/02/2020
YTD2.89
3 Years Annualised9.23
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 Acc31/01/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.590.0099.59
Bond0.000.000.00
Property0.000.000.00
Cash1.090.680.41
Other0.000.000.00
Top 5 Regions%
United States40.99
Eurozone18.47
Europe - ex Euro11.31
United Kingdom10.31
Asia - Emerging9.02
Top 5 Sectors%
Industrials47.25
Technology20.48
Utilities13.62
Basic Materials8.12
Consumer Defensive3.93
Top 5 HoldingsSector%
Rayonier IncReal EstateReal Estate2.67
EDP Renovaveis SAUtilitiesUtilities2.61
Spirax-Sarco Engineering PLCIndustrialsIndustrials2.61
Smith (DS) PLCConsumer CyclicalConsumer Cyclical2.56
PTC IncTechnologyTechnology2.53
Impax Environmental Markets (Ireland) Fund X 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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