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.
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 |
|---|---|---|---|---|---|---|
| Sterling A Accumulation | - | 31.12.2014 | £500,000 | 0.75% | IE00BSXNJK40 |
Historical performance (£) GBP
Annualised performance (%) GBP
| 1m | 3m | YTD | 1yr | 3yrs | 5yrs | |
| IGEO | 3.6 | 0.3 | 3.6 | 1.5 | 16.1 | - |
| MSCI ACWI | 4.5 | -1.2 | 4.5 | 0.0 | 14.5 | - |
Discrete performance (%) GBP
| FEB-18 to JAN-19 | FEB-17 to JAN-18 | FEB-16 to JAN-17 | FEB-15 to JAN-16 | FEB-14 to JAN-15 | |
| IGEO | 1.5 | 21.4 | 27.0 | 0.2 | - |
| MSCI ACWI | 0.0 | 12.8 | 33.0 | -1.3 | - |
All data as at 31 January 2019, 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.
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.