IMPAX ENVIRONMENTAL MARKETS X
A global fund that invests in resource efficiency and environmental companies.
ANNUAL MANAGEMENT CHARGE
Prices as at 06 Dec 2023.
Fund commentary last updated 03 Jan 2020.
Past performance is not an indication of future performance.
Capital at risk.
|Dividends paid||June, July|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.8%|
|Ongoing Charges Figure||0.91%|
The investment process is aimed at gaining company exposures to the following themes: alternative energy, energy efficiency, water infrastructure and technologies, pollution control, waste management and technologies, environmental support services and sustainable food, agriculture and forestry. The investible universe consists of around 2,000 global equities which derive at least 50% of revenues from one of the themes. This is reduced to an “A List” of around 350 stocks through fundamental analysis. Finally a portfolio of 50-65 stocks is built from the A List. There are no set weights to each theme, but the managers use the market backdrop for each sector to test the conviction of stock ideas and upside value.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning