Impax Global Equity Opportunities Fund

The Impax Global Equity Opportunities Fund invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, in order to achieve long-term capital growth. We aim to invest in companies with track records of generating consistent returns, which demonstrate above average free cash flow predictability, and where we believe a company’s long-term opportunities are not necessarily reflected in today’s share price. The investment process includes a strong focus on risks arising from the transition to a more sustainable global economy, as well as seeking to harness the opportunities.

  • Launch date

    December 2014

  • Holdings

    35.45

  • Portfolio managers

    Kirsteen Morrison
    David Winborne

Key facts

Vehicle UCITS
Exchange Ireland
Registrations UK (distributor status)
Available currencies GBP
Ongoing charge 1.20%
Risk rating Category 4/7

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

How to invest

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.

 

Available share classes

Class Share Price Established Min. investment Management Fee ISIN Bloomberg ticker
All data as at 30 November 2018, unless otherwise stated. Third party trademarks are used with the permission of their owners.
IE00BSXNJK40

Historical performance (£) GBP

Annualised performance (%) GBP

  1m 3m YTD 1yr 3yrs 5yrs
IGEO 3.0 -4.8 6.8 6.8 15.9 -
MSCI ACWI 1.6 -4.0 3.3 5.1 14.7 -

 

Discrete performance (%) GBP

  DEC-17 to NOV-18 DEC-16 to NOV-17 DEC-15 to NOV-16 DEC-14 to NOV-15 DEC-13 to NOV-14
IGEO 6.8 22.3 19.1 - -
MSCI ACWI 5.1 15.0 24.9 - -

 

All data as at 30 November 2018, unless otherwise stated.

Source: FactSet, WM Reuters. Data is in GBP. Single price with net income reinvested, net of ongoing charges and portfolio costs. 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.

Reports

Annual Report December 2018

Annual Report December 2017

Semi-Annual Report June 2018

Factsheet

Monthly Factsheet

KII Documents

KIID A Shares (English)

Other

Reportable Income Information

Impax Funds (Ireland) Plc - Remuneration Policy

Prospectus

Prospectus

Application Form

Application Form

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.