Impax Environmental Markets (Ireland) Fund

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.

Key facts & share price

Geographic focus Global
Characteristic Growth
Vehicle OEIC
Exchange Ireland
Registrations Switzerland, UK (Distributor Status)
Currency EUR, GBP, USD
Bloomberg ticker IMPASAS ID
ISIN IE00B04R3307
Number of stocks 66
Investment horizon Long term
Launch date 9 December 2004
Fund AUM £111m
Strategy AUM £848m

 

 

Share class Share Price Established Min. investment Management Fee ISIN Bloomberg ticker

As at 31 January 2016, unless otherwise stated.

Historical performance

Past performance is not necessarily a guide to future performance. The value of investments may go down as well as up and are not guaranteed. 

Portfolio Managers

Jon Forster -
Senior Portfolio Manager, Director

Jon has worked at Impax for over thirteen years. He co-manages the Specialists Strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones.

Jon has over 19 years of investment experience working with both private and quoted companies. 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 before joining Impax in 2000.

Bruce Jenkyn-Jones -
Managing Director, Co-Head of Listed Equities

Bruce is a Managing Director and Co-Head of Listed Equities along with Hubert Aarts. Together they are responsible for the development of the investment process, research and team. Bruce has an active role in the day to day management of all Impax listed equity portfolios and serves as co-Portfolio Manager for our Specialists, Leaders, and Water strategies. 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). Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.  

Current factsheets & documents

KIID Sterling X Share

Annual report 2014

Monthly Factsheet

Semi-Annual Report June 2015

Prospectus

KIID Sterling A Shares (English)

KIID Sterling B Shares (English)

KIID Sterling A Shares (Swiss German)

KIID Sterling B Shares (Swiss German)

Reportable Income Information

UK Reporting Fund Status

Please contact the Fund Administrators BNP Paribas Fund Services Dublin Ltd on:

Tel: +353 1 612 5326

Fax: +353 1 512 5332

Email: dublinbpfs.tateamone@bnpparibas.com

Independent Financial Advisors

The Fund is available through the following investment platforms: 

Friends Provident

Nucleus

Raymond James

Transact

AJ Bell Investcentre

AXA IOM

7IM Platforms

Novia

Avalon

Parmenion