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 IMPEMAS ID
ISIN IE00B04R3307
on going charge 1.28%
Number of stocks 61
Investment horizon Long term
Launch date 9 December 2004
Fund AUM £148m
Strategy AUM £1,656m

 

 

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

As at 30 April 2017, 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, Managing Director

Jon has worked at Impax since 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 -
Co-Head of Listed Equities, Executive Director

Bruce is an Executive 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 is on the portfolio construction team for all 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

Monthly Factsheet

Annual Report December 2016 (Swiss-German)

Annual Report December 2016

Semi-Annual Report June 2016

Semi-Annual Report June 2016 (Swiss-German)

Annual Report 2015

Annual Report 2015 (Swiss German)

KIID Sterling X Shares (English)

KIID Sterling A Shares (English)

KIID Sterling B Shares (English)

KIID Sterling X Shares (Finnish)

KIID Sterling A Shares (Finnish)

KIID Sterling B Shares (Finnish)

KIID Sterling X Shares (Swiss German)

KIID Sterling A Shares (Swiss German)

KIID Sterling B Shares (Swiss German)

Prospectus

Prospectus (Swiss-German)

Portfolio holdings

Reporting Fund Status

Reportable Income Information

Remuneration Policy

Notice of 2016 AGM