Fact sheet: Impax Environmental Ldrs

Fund information

Fund name
Impax Environmental Leaders A GBP
Fund company manager
Impax
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

15.51 %

1 Year rank in sector

21/54

Sector

FO Equity - Ethical

Yield
-
Fund size

£ 9.6 m

FE Risk score

106

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    51.11%
  • Japan
    10.51%
  • France
    7.43%
  • Germany
    6.81%
  • China
    5.55%
  • Energy
    33.34%
  • Water
    27.28%
  • Services
    19.06%
  • Fishery, Agriculture & Forestry
    13.21%
  • Others
    2.9%
  • North American Equities
    52%
  • European Equities
    28%
  • Japanese Equities
    11%
  • Asia Pacific ex Japan Equities
    7%
  • Money Market
    2%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund5.23 %10.73 %15.27 %0 %0 %
Sector3.02 %5.59 %15.08 %36.18 %61.44 %
Rank within sector7 / 5914 / 5721 / 54 / /
Quartile th1 st1 st2 nd th th

Calendar performance

YTD-20172016201520142013
Fund13.42 %0 %0 %0 %0 %
Sector11.77 %7.95 %3.15 %7.26 %18.43 %
Rank within sector19 / 56 / / / /
Quartile th2 nd th th th th

Price movement

52 week high1.634
52 week low1.349
Current bid price0
Current offer price0
Current mid price1.631

Holdings by region

  • 51.11% USA
  • 10.51% Japan
  • 7.43% France
  • 6.81% Germany
  • 5.55% China
  • 5.18% UK
  • 2.75% Money Market
  • 2.49% Switzerland
  • 2.34% Netherlands
  • 1.88% Belgium

Holdings by sector

  • 33.34% Energy
  • 27.28% Water
  • 19.06% Services
  • 13.21% Fishery, Agriculture & Forestry
  • 2.9% Others
  • 2.75% Money Market
  • 1.46% Alternative & Renewable Energy

Holdings by asset type

  • 52% North American Equities
  • 28% European Equities
  • 11% Japanese Equities
  • 7% Asia Pacific ex Japan Equities
  • 2% Money Market

Individual holdings

  • 3.86% SUEZ
  • 3.81% SEALED AIR CORP
  • 3.57% SCHNEIDER ELECTRIC SE
  • 3.55% SIEMENS AG
  • 3.39% DELPHI AUTOMOTIVE PLC
  • 3.25% TE CONNECTIVITY LTD
  • 3.23% XYLEM INC
  • 3.03% EAST JAPAN RAILWAY CO
  • 3.03% KUBOTA CORP
  • 2.77% DANAHER CORP