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IMPAX ENVIRONMENTAL MARKETS A GBP - Fund overview

No Bestinvest rating


Overview of IMPAX ENVIRONMENTAL MARKETS A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IMPAX ENVIRONMENTAL MARKETS A GBP does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  December, 2004
Size  £142m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 159.10p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.00%

Bestinvest says


The open-ended “Impax Environmental Markets (Ireland) Fund” is similar to the London-listed closed-ended investment trust “Impax Environmental Markets” (LSE:IEM) run by the same managers.

Portfolio

impax environmental markets a gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
impax environmental markets a gbp equity geographic illustration
Allocation Proportion
UK
Europe 47%
Nth America 37%
Japan
Pacific 8%
Other Equity 8%
impax environmental markets a gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund was formed to enable investors to benefit from rapid and sustained growth anticipated by the Directors in the markets for cleaner and more efficient delivery of basic services of energy, water and waste. Investments are made predominantly in quoted companies which provide, utilise, implement or advise upon technology-based systems, products or services in Environmental Markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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