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Pax Global Environmental Markets Fd;Inst

Ranked 27 out of 84 in - Global Themes over 12 months
All calculations are in USD unless stated

Managed by

Hubert Aarts

Hubert Aarts is a Managing Director and Co-Head of Listed Equities along with Bruce Jenkyn-Jones. Hubert is Co-Portfolio Manager for Impax’s Leaders and Water Strategies. Hubert also leads Impax's macro-economic research process. He started his career in the investment industry in 1990 and joined Impax in January 2007. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group. Hubert joined Impax from Cambrian Capital Partners LLP where he was a partner and portfolio manager of the Curalium fund, and Incremental Leveraged hedge funds. Hubert has a Master's degree in Economics and Business Administration from Maastricht University.

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.

David Winborne

Objective

The Fund seeks long term growth of capital by investing in environmental markets. The Fund seeks to invest primarily in equity securities (common stocks, preferred stocks, convertible securities and warrants) of companies located around the world.

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

Performance

Global Themes over : 31/07/2017 - 31/07/2018
  • Rank 27/84 Total Return
  • Rank 60/84 Standard Deviation
  • Rank 52/84 Max Drawdown
Fund Name Currency Loss
51 Ironbark Copper Rock Emerging Markets Opps

Currency exposure is hedged

Currency exposure is hedged

AUD

-8.3%

52 Pax Global Environmental Markets Fd;Inst USD

-8.4%

53 Pictet-Water-P EUR USD

-8.4%

54 PARVEST Global Environment Classic Cap USD

-8.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% -2.4%
2017 26.8% 6.7% 8.0% 4.4% 5.3%
2016 10.9% 2.2% 1.8% 8.8% -2.0%
2015 -1.2% 3.2% 2.6% -11.1% 5.0%
2014 -2.5% 0.3% 3.0% -6.9% 1.4%
2013 32.4% 7.7% 1.6% 12.0% 8.1%
2012 19.5% 14.4% -8.0% 5.5% 7.6%
2011 -10.1% 3.1% 1.6% -21.1% 8.8%
2010 11.6% 0.6% -10.7% 11.2% 11.7%
2009 37.8% -9.9% 29.6% 13.5% 4.0%
2008 -0.1% -18.2% -21.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date27/03/2008
  • Share Class size585Mn
  • Base currencyUSD
  • ISIN US7042237757

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.01%

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