Impax Environmental Leaders (Ireland) Fund

The Impax Environmental Leaders (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 companies which have >20% 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.

  • AUM

    £39m

  • Holdings

    40.60

  • Universe market cap

    US$5.4tn

  • Launch date

    January 2016

  • Portfolio managers

    Hubert Aarts
    Bruce Jenkyn-Jones
    David Winborne

  • Universe

    c.1,500 companies

Key facts

Vehicle UCITS
Exchange Ireland
Registrations UK (distributor status)
Available currencies GBP, EUR, USD
Ongoing charge 0.80%
Risk rating Category 4/7
Strategy AUM £2,532m

For portfolio holdings, Manager commentary and target market information please contact us

How to invest

There are a number of ways to invest, including via several investment platforms:

Available share classes

Class Share Price Established Min. investment Management Fee ISIN Bloomberg ticker
All data as at 31 October 2018, unless otherwise stated. Third party trademarks are used with the permission of their owners.
IE00BYQNSF13

Historical performance (£) GBP

Annualised performance (%) GBP

  1m 3m YTD 1yr 3yrs 5yrs
IEL Ireland -8.3 -8.3 -5.8 -5.4 - -
FTSE EOAS Index -6.9 -6.9 -4.1 -3.8 - -
MSCI ACWI -5.6 -3.9 1.7 3.4 - -

 

Discrete performance (%) GBP

  NOV-17 to OCT-18 NOV-16 to OCT-17 NOV-15 to OCT-16 NOV-14 to OCT-15 NOV-13 to OCT-14
IEL Ireland -5.4 17.1 - - -
FTSE EOAS Index -3.8 20.5 - - -
MSCI ACWI 3.4 13.3 - - -

 

All data as at 31 October 2018, unless otherwise stated.

Source: FactSet, Bloomberg, WM Reuters. Data is in GBP. Single price with net income reinvested, net of ongoing charges and portfolio costs. FTSE index is total return (gross dividend reinvested), MSCI index is total net return (net dividend reinvested). Past performance is not necessarily a guide to future performance. The value of investments can fall as well as rise and you may get back less than you have invested.

KII Documents

KIID S Shares Distributing (English)

KIID S Shares Accumulating (English)

KIID A Shares Accumulating (English)

KIID A Shares Distributing (English)

KIID A Shares (Danish)

Other

Impax Funds (Ireland) Plc - Remuneration Policy

Portfolio holdings

Reportable Income Information

Application Form

Application Form

Factsheet

Monthly Factsheet

Reports

Annual Report December 2017

Semi-Annual Report June 2018

Semi-Annual Report June 2018 (Swiss-German)

Prospectus

Prospectus

Please contact the Fund Administrators BNP Paribas Fund Administration Services (Ireland) Limited on: Tel: +353 1 612 5326, Fax: +353 1 512 5332, Email: afsinvestorservices.ie@bnpparibas.com. The Fund is also available through the following investment platforms: