Fact sheet: Impax Environmental Ldrs

Fund information

Fund name
Impax Environmental Leaders A GBP
Fund company manager
Impax Asset Management Ltd
Fund type
SIB
Fund manager(s)
Hubert Aarts
since 12/01/2016
Bruce Jenkyn-Jones
since 12/01/2016
Fund objective
The Impax Environmental Leaders (Ireland) Fund seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing resource efficiency and environmental markets.
Benchmark
FTSE EOAS
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.84 %

1 Year rank in sector

28/66

Sector

FO Equity - Ethical

Yield
-
Fund size

£ 10.2 m

FE Risk score

108

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    49.64%
  • Japan
    9.4%
  • China
    7.05%
  • Germany
    6.99%
  • France
    6.96%
  • Energy
    35.03%
  • Water
    26.55%
  • Services
    18.42%
  • Fishery, Agriculture & Forestry
    13.26%
  • Others
    3%
  • North American Equities
    53%
  • European Equities
    28%
  • Japanese Equities
    9%
  • Asia Pacific ex Japan Equities
    8%
  • Money Market
    2%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.54 %5.38 %14.84 %0 %0 %
Sector2.49 %8.19 %16.5 %30.24 %61.14 %
Rank within sector62 / 7456 / 7028 / 66 / /
Quartile th4 th4 th2 nd th th

Calendar performance

YTD-20182017201620152014
Fund0.97 %14.6 %0 %0 %0 %
Sector2.69 %14.87 %7.95 %3.15 %7.26 %
Rank within sector67 / 7625 / 66 / / /
Quartile th4 th2 nd th th th

Price movement

52 week high1.689
52 week low1.434
Current bid price0
Current offer price0
Current mid price1.664

Holdings by region

  • 49.64% USA
  • 9.4% Japan
  • 7.05% China
  • 6.99% Germany
  • 6.96% France
  • 5.36% UK
  • 2.97% Switzerland
  • 2.57% Taiwan
  • 2.55% Netherlands
  • 2.15% Money Market

Holdings by sector

  • 35.03% Energy
  • 26.55% Water
  • 18.42% Services
  • 13.26% Fishery, Agriculture & Forestry
  • 3% Others
  • 2.15% Money Market
  • 1.59% Alternative & Renewable Energy

Holdings by asset type

  • 53% North American Equities
  • 28% European Equities
  • 9% Japanese Equities
  • 8% Asia Pacific ex Japan Equities
  • 2% Money Market

Individual holdings

  • 4.05% SEALED AIR CORP
  • 3.48% SCHNEIDER ELECTRIC SE
  • 3.48% SUEZ
  • 3.47% SIEMENS AG
  • 3.44% TE CONNECTIVITY LTD
  • 3.12% EAST JAPAN RAILWAY CO
  • 2.97% WOLSELEY PLC
  • 2.93% DANAHER CORP
  • 2.92% ECOLAB INC
  • 2.84% KUBOTA CORP