Impax Global Equity Opportunities Fund Sterling M

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Impax Global Equity Opportunities Fund Sterling M
Fund19.521.8-7.89.86.9
+/-Cat-4.27.210.3-6.2-2.3
+/-B’mrk-3.711.2-12.5-3.1
 
Key Stats
NAV
19/04/2024
 GBP 2.77
Day Change 0.18%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN IE00BSXNJL56
Fund Size (Mil)
19/04/2024
 GBP 979.64
Share Class Size (Mil)
19/04/2024
 GBP 1.90
Max Initial Charge -
Ongoing Charge
30/06/2023
  0.50%
Investment Objective: Impax Global Equity Opportunities Fund Sterling M
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)19/04/2024
YTD2.93
3 Years Annualised7.01
5 Years Annualised10.85
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
23/12/2014
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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 M31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.180.0098.18
Bond0.000.000.00
Property0.000.000.00
Cash1.820.001.82
Other0.000.000.00
Top 5 Regions%
United States58.14
Eurozone14.48
United Kingdom10.34
Europe - ex Euro7.06
Japan4.56
Top 5 Sectors%
Financial Services25.49
Healthcare22.45
Technology20.14
Industrials13.36
Basic Materials7.93
Top 5 HoldingsSector%
Linde PLCBasic MaterialsBasic Materials5.00
Microsoft CorpTechnologyTechnology4.92
Mastercard Inc Class AFinancial ServicesFinancial Services4.76
Schneider Electric SEIndustrialsIndustrials3.75
Alcon IncHealthcareHealthcare3.65
Impax Global Equity Opportunities Fund Sterling M

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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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