Environmental Specialists Strategy

Global strategy investing in stocks of small and mid cap environmental services and technology companies.

  • Geographic Focus Global
    Characteristic Growth
    Investment Horizon Long term
    Lanch Date 14 December 2004
    Vehicle OEIC
    Exchange Ireland
    Registrations UK (Distributor Status), Sweden, Switzerland
    Currency GBP, USD, EUR
    Number of Stocks 75
    Fund AUM £141.8m
    Strategy AUM £808m

     

    Currency & share type Share price Established Minimum investment Management fee ISIN SEDOL Bloomberg ticker
    Sterling 'A' 1.581 9 Dec 2004 £500,000 1.00% IE00B04R3307 B04R330 IMPEMAS ID
    Sterling 'B' 1.526 9 Dec 2004 £1,000 1.50% IE00B04R3414 B04R341 IMPEMBS ID
    Euro 'A' 1.298 16 Dec 2004 £500,000 1.00% IE00B04R3521 B04R352 IMPEMAE ID
    Euro 'B' 1.020 8 Dec 2005 £1,000 1.50% IE00B04R3638 B04R363 IMPEMBE ID
    US Dollar 'A' 1.287 7 Jan 2005 £500,000 1.00% IE00B04R3745 B04R374 IMPEMAU ID
    US Dollar 'B' 1.142 30 Nov 2005 £1,000 1.50% IE00B04R3851 B04R385 IMPEMBU ID

    Managing DirectorBruce Jenkyn-JonesView details

    Managing Director
    Bruce Jenkyn-Jones

    Bruce Jenkin-Jones

    Bruce is the Managing Director of the Listed Equity team and oversees Impax's long-only investment strategies. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business.  He is responsible for the development of the investment process, research and team development, and has an active role in the day to day management of all the listed equity portfolios.

    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.

    Associate DirectorJon ForsterView details

    Associate Director
    Jon Forster

    Jon is the Associate Director of the Listed Equity team and co-manages the Environmental Specialists strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones. Jon joined Impax in 2002 having previously been a consultant to venture capital investor Alchemy Partners with particular focus on manufacturing and resource management companies.

    Jon started his career in 1994 at HBSC Investment Bank working on acquisitions. Jon has a degree in Management Studies from Leeds University.

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    Institutional Investors
    Please contact the Fund Administrators RBC Dexia Investor Services Ireland Ltd on:
    Tel: +353 1 440 65555
    Fax: +353 1 613 1100
    Email: Dublin_TA_Customer_Support@rbcdexia.com


    Independant Financial Advisors
    The Fund is available through the following investment platforms:

    Friends Provident
    Nucleus
    Raymond James
    Transact


    Private investors
    Individual investors can invest in the Impax Environmental Markets (Ireland) Fund via an advisor. In all instances please consult your stockbroker or independent financial advisor for investment advice.

    Geographic Focus Global
    Characteristic Growth
    Investment Horizon Long term
    Lanch Date 22 February 2002
    Vehicle Investment Trust
    Exchange London
    Currency GBP
    Management Fee 1%
    ISIN GB0031232498
    SEDOL 3123249
    Bloomberg Ticker IEM LN
    Reuters RIC Code IMPX.L
    Number of Stocks 76
    Fund AUM £342m
    Strategy AUM £808m

    Managing DirectorBruce Jenkyn-JonesView details

    Managing Director
    Bruce Jenkyn-Jones

    Bruce Jenkin-Jones

    Bruce is the Managing Director of the Listed Equity team and oversees Impax's long-only investment strategies. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business.  He is responsible for the development of the investment process, research and team development, and has an active role in the day to day management of all the listed equity portfolios.

    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.

    Associate DirectorJon ForsterView details

    Associate Director
    Jon Forster

    Jon is the Associate Director of the Listed Equity team and co-manages the Environmental Specialists strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones. Jon joined Impax in 2002 having previously been a consultant to venture capital investor Alchemy Partners with particular focus on manufacturing and resource management companies.

    Jon started his career in 1994 at HBSC Investment Bank working on acquisitions. Jon has a degree in Management Studies from Leeds University.

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    The shares of the Trust are listed and traded on the London Stock Exchange (IEM LN). Investors may purchase shares through their stockbroker.

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