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Impax Environmental Markets (Ireland) Sterling 'X' Distribution

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Impax Asset Management Ltd
Fund Summary The Impax Environmental Markets (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. These markets address a number of long-term macro-economic themes: growing populations, rising living standards, increasing urbanisation, rising consumption, and depletion of limited natural resources. Investments are made in ™pure-play™ small and mid cap companies which have >50% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.
SEDOL code BZ1LW55
ISIN IE00BZ1LW551
Fund code IMMXI
Managers Bruce Jenkyn-Jones, Jon Forster
Manager Tenure 16 years
Morningstar Category Sector Equity Ecology
Fund Size £297 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.96%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.1340
Buy Price £1.1340
Price Change +2.6245%
Price Date 26th May 2020
Yield 1.96%
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 27th April 2020
Fund Status OPEN
Mr. Bruce Jenkyn-Jones is a Co-Portfolio Manager for the NEI Environmental Leaders Fund and is a Managing Director and Head of the Listed Equity team overseeing Impax's listed equity strategies. Mr. Jenkyn-Jones is responsible for the development of the investment process, research and team development. He also has an active role in the day to day management of all Impax listed equity portfolios and serves as co-Portfolio Manager for Impax's Specialists, Leaders, Water and Global Opportunities strategies. He joined Impax in 1999 where he worked initially on venture capital investments.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2019
Fund Performance -9.72%
Benchmark Performance
(Sector Equity Ecology)
-5.51%
Time Period Cumulative Benchmark Performance
(Sector Equity Ecology)
Fund Compared to Benchmark
1 day 2.62% -0.29% +2.91%
1 week 4.32% +9.97% -5.64%
1 month 12.17% +0.26% +11.90%
3 months -4.79% +0.94% -5.73%
6 months -6.20% +9.26% -15.46%
1 year 4.43% +6.61% -2.17%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -6.36% +2.95% -9.31%
Since inception 5.67% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Rayonier Inc USA 2.67%
EDP Renovaveis SA ESP 2.61%
Spirax-Sarco Engineering PLC GBR 2.61%
Smith (DS) PLC GBR 2.56%
PTC Inc USA 2.53%
Indraprastha Gas Ltd IND 2.52%
Generac Holdings Inc USA 2.48%
Aalberts NV NLD 2.37%
Brambles Ltd AUS 2.29%
Ormat Technologies Inc USA 2.28%

Currently unavailable