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PARVEST Climate Impact C C EUR

Ranked 53 out of 85 in - Global Themes over 12 months
All calculations are in USD unless stated

Managed by

Jon Forster

Jon Forster is a Senior Portfolio Manager and Director at Impax Asset Management having joined the group in August 2000. He co-manages the Specialists Strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones. Jon began his career working with both private and quoted companies in 1994. Following his graduation from Leeds University in Management Studies, he spent four years working on acquisitions at HSBC Investment Bank. Subsequently, he spent two years as a consultant to venture capital investor Alchemy Partners with particular focus on manufacturing and resource management companies.

Bruce Jenkyn-Jones

Bruce Jenkyn-Jones is the managing director of the listed equity team and oversees Impax's long-only investment strategies. He 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. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). He has an MBA from IESE in Barcelona, an MSc in environmental technology from Imperial College and a degree in chemistry from Oxford.

Objective

At all times, this sub-fund invests at least 75% of its assets in equities and/or equity equivalent securities, issued by companies involved in activities which enable the adaptation to, or mitigation of, climate change. Investments are made in "pure-play" small and mid-cap companies which have more than 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. All invested companies must meet social, environmental and corporate governance criteria and respect the principles as set out in the United Nations Global Compact. The remaining portion, namely a maximum of 25% of its assets, may be invested in any other transferable securities (including P-Notes), money market instruments, financial derivative instruments, and/or cash, and also, within a limit of 15% of the assets, in debt securities of any kind and, within a limit of 10% of the assets, in UCITS or UCIs. In respect of the above investments limits, the sub-funds investments into China A-Shares via the Stock Connect may reach up to 25% of its assets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Themes over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -3.1%
2017 22.6% 5.2% 6.7% 5.3% 3.7%
2016 11.3% 4.6% 0.7% 8.5% -2.7%
2015 -2.1% 0.4% 2.6% -9.8% 5.5%
2014 -6.1% 3.3% 1.2% -9.5% -0.6%
2013 31.6% 7.4% -1.1% 13.2% 9.5%
2012 9.9% 12.8% -11.7% 5.5% 4.7%
2011 -21.0% 3.5% -3.8% -22.4% 2.2%
2010 5.7% -3.1% -11.3% 10.8% 10.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
EUR Cash 3.77%
Brambles Ltd ORD 3.28%
Zhuzhou CRRC Times Electric Co Ltd ORD 3.05%
Ormat Technologies Inc ORD 3.04%
Lenzing AG ORD 3.02%
Generac Holdings Inc ORD 2.90%
EDP Renovaveis SA ORD 2.83%
Nibe Industrier AB ORD 2.75%
Franklin Electric Co Inc ORD 2.59%
Spirax-Sarco Engineering PLC ORD 2.54%
31/07/2018

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Slovakia
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date12/11/2009
  • Share Class size196Mn
  • Base currencyEUR
  • ISIN LU0406802339

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).