Impax Environmental Markets (Ireland) Fund A GBP Acc

Register to Unlock Ratings
Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Impax Environmental Markets (Ireland) Fund A GBP Acc
Fund-8.826.525.519.2-7.7
+/-Cat1.92.9-3.34.21.6
+/-B’mrk-5.14.812.9-0.4-2.7
 
Key Stats
NAV
09/08/2022
 GBP 5.48
Day Change -0.94%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Specialist
ISIN IE00B04R3307
Fund Size (Mil)
09/08/2022
 GBP 928.71
Share Class Size (Mil)
09/08/2022
 GBP 97.88
Max Initial Charge -
Ongoing Charge
22/02/2022
  1.11%
Morningstar Research
Analyst Report

This is a long-standing approach that has seen a strong and consistent execution. It resides in a topnotch team with unmatched resources. Increased conviction in this team drives an upgrade to a Morningstar Analyst Rating to Gold for the cheaper...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Impax Environmental Markets (Ireland) Fund A GBP Acc
The fund aims to enable investors to benefit from the growth anticipated in Resource Efficiency and Environmental Markets, with a focus on the markets for cleaner and more efficient delivery of the basic services of energy, water and waste. Investments are made predominantly in listed companies which provide, utilise, implement or advise upon technology-based systems, products or services in Environmental Markets, particularly those of alternative energy, energy efficiency, water infrastructure and technologies, pollution control, waste management and technologies, environmental support services and sustainable food, agriculture and forestry.
Returns
Trailing Returns (GBP)09/08/2022
YTD-7.38
3 Years Annualised12.94
5 Years Annualised10.52
10 Years Annualised13.06
12 Month Yield 0.00
Management
Manager Name
Start Date
Bruce Jenkyn-Jones
09/12/2004
Jon Forster
01/10/2010
Click here to see others
Inception Date
09/12/2004
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE ET100 TR EURMSCI ACWI 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 A GBP Acc30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.170.0099.17
Bond0.000.000.00
Property0.000.000.00
Cash0.830.000.83
Other0.000.000.00
Top 5 Regions%
United States48.03
Eurozone15.04
Europe - ex Euro10.13
United Kingdom7.45
Asia - Developed6.79
Top 5 Sectors%
Industrials38.48
Technology22.54
Utilities14.45
Basic Materials8.56
Consumer Cyclical6.50
Top 5 HoldingsSector%
Ormat Technologies IncUtilitiesUtilities2.68
Clean Harbors IncIndustrialsIndustrials2.62
PTC IncTechnologyTechnology2.55
American Water Works Co IncUtilitiesUtilities2.44
Brambles LtdIndustrialsIndustrials2.43
Impax Environmental Markets (Ireland) Fund A GBP Acc

Related

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)