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.
Universe market cap
|Registrations||UK (distributor status), Switzerland|
|Available currencies||GBP, EUR, USD|
|Ongoing charge||X: 1.05%, A: 1.25%, B: 1.75%|
|Risk rating||Category 4/7|
For portfolio holdings, Manager commentary and target market information please contact us
How to invest
Available share classes
|Class||Share Price||Established||Min. investment||Management Fee||ISIN||Bloomberg ticker|
|Sterling X Distribution||-||26.04.2018||£1,000,000||0.80%||IE00BZ1LW551||IMPEMXD ID|
|Sterling X Accumulation||-||17.02.2016||£1,000,000||0.80%||IE00BYQNSD98||IMPEMXS ID|
|Sterling A Accumulation||-||09.12.2004||£500,000||1.00%||IE00B04R3307||IMPEMAS ID|
|US Dollar A Accumulation||-||07.01.2005||£500,000||1.00%||IE00B04R3745||IMPEMAU ID|
|Euro A Accumulation||-||15.12.2004||£500,000||1.00%||IE00B04R3521||IMPEMAE ID|
|Sterling B Accumulation||-||08.12.2004||£1,000||1.50%||IE00B04R3414||IMPEMBS ID|
|US Dollar B Accumulation||-||30.11.2005||£1,000||1.50%||IE00B04R3851||IMPEMBU ID|
|Euro B Accumulation||- -||07.12.2005||£1,000||1.50%||IE00B04R3638||IMPEMBE ID|
All data as at 30 June 2018, unless otherwise stated. Third party trademarks are used with the permission of their owners.
Historical performance (£) GBP
Annualised performance (%) GBP
|FTSE ET Index1||0.4||5.8||-1.0||3.6||12.0||13.1|
Discrete performance (%) GBP
|JUL-17 to JUN-18||JUL-16 to JUN-17||JUL-15 to JUN-16||JUL-14 to JUN-15||JUL-13 to JUN-14|
|FTSE ET Index1||3.6||28.6||5.4||6.6||23.5|
All data as at 30 June 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). 1FTSE ET is a combination of FTSE ET100 and FTSE ET50 indices. FTSE ET50 data is from since inception to December 2013 and FTSE ET100 data from January 2014 onwards. 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.
Please contact the Fund Administrators BNP Paribas Fund Administration Services (Ireland) Limited on: Tel: +353 1 612 5326, Fax: +353 1 512 5332, Email: [email protected]. The Fund is also available through the following investment platforms: