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Impax Environmental Markets GBP A

Ranked 36 out of 86 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

The Fund was formed to enable investors to benefit from rapid and sustained growth anticipated by the Directors in the markets for cleaner and more efficient delivery of basic services of energy, water and waste. Investments are made predominantly in quoted companies which provide, utilise, implement or advise upon technology-based systems, products or services in Environmental Markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management.

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

Performance

Global Themes over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -2.1% 2.8%
2017 24.2% 5.7% 6.8% 5.2% 4.6%
2016 11.5% 4.3% 1.0% 8.5% -2.4%
2015 -1.7% 1.2% 2.2% -9.6% 5.2%
2014 -4.9% 3.5% 1.6% -8.7% -0.9%
2013 31.4% 7.6% -1.1% 13.3% 8.9%
2012 10.8% 12.4% -10.7% 5.2% 4.9%
2011 -19.6% 3.6% -3.8% -21.3% 2.4%
2010 8.1% -2.6% -9.4% 10.8% 10.7%
2009 45.1% -13.6% 36.0% 17.0% 5.6%
2008 -44.0% -6.4% 3.9% -20.0% -28.0%
2007 18.8% 5.4% 11.2% -0.7% 2.0%
2006 38.4% 22.4% -1.7% -0.6% 15.8%
2005 7.1% -3.9% 3.2% 12.8% -4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Ensyn Corp 3.29%
Brambles Ltd ORD 2.78%
Zhuzhou CRRC Times Electric Co Ltd ORD 2.63%
EDP Renovaveis SA ORD 2.54%
Eurofins Scientific SE ORD 2.46%
DS Smith PLC ORD 2.38%
Coway Co Ltd ORD 2.28%
Trimble Inc ORD 2.27%
Welbilt Inc ORD 2.27%
Watts Water Technologies Inc ORD 2.26%
31/07/2018

Registered For Sale In

  1. Ireland
  2. Sweden
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date09/12/2004
  • Share Class size66Mn
  • Base currencyGBP
  • ISIN IE00B04R3307

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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