Impax En...

Price: 2.3680GBP

Change: icon-up-small 0.55%

Impax Environmental Markets X Acc GBP

Impax Environmental Markets X Acc GBP

ISIN:

IE00BYQNSD98

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

2 of 5

IA Sector:

IA Global

Income type:

Accumulation

Price:

2.3680GBP

16 May 2025

Last change:

icon-up-small 0.55%

1 year change:

icon-down-small -7.46%

5 year annualised return:

7.56%

12 month yield:

N/A%

At a glance

At a glance performance and information

Eligibility:

Share Dealing Account Yes
ISA Yes
SIPP Yes

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

Add to chart:

  • Impax Environmental Markets X Acc GBP
  • IA Global
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Impax Environmental Markets X Acc GBP 64.86% 5.15% -2.21% 2.59% -12.45%
IA Global 40.59% 8.39% -2.65% 16.74% -0.27%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Impax Environmental Markets X Acc GBP -4.32% -4.21% -7.46% 0.26% 7.56%
IA Global -4.92% -0.43% 3.07% 9.07% 9.75%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The Impax Environmental Markets (Ireland) Fund seeks to achieve sustainable, above market returns over the longer term by investing globally in companies that are developing innovative solutions to resource challenges in 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 products or services in environmental markets.

Manager name:

Impax Asset Management

Manager start date:

09 December 2004

Investment style:

Growth

Region (geographical):

Global

Manager Biography:

Bruce serves as Impax’s Co-Chief Investment Officer, Listed Investments. Bruce is one of Impax Asset Management’s longest-serving employees. He developed the firm’s listed equities business and the division’s investment thesis. He is responsible for overseeing and enhancing all aspects of the listed investments business, including monitoring performance, ensuring regulatory compliance, and spearheading product design. Bruce is a co-Portfolio Manager of the Specialists and Climate strategy. Before joining Impax in 1999, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management. An Oxford graduate with a bachelor’s degree in Chemistry, Bruce also holds a master’s in Environmental Engineering Technology, and an MBA from IESE Business School in Barcelona.

Benchmark:

N/A

Sector:

IA Global

FE fundinfo Rating:

2 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.89%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 0%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 373,427,738.97 GBP

Chart date: May 16, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Danube ag common stock 3.14%
Clean harbors, inc. 3.08%
Waste connections inc 2.93%
Ormat technologies, inc. 2.71%
Trimble inc. 2.60%
Brambles limited 2.59%
Xylem inc. 2.30%
Ptc inc. 2.29%
Dabur india 2.26%
Kingspan group plc 2.17%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
North America 58.42%
Europe 27.72%
Asia Pacific ex Japan 10.89%
ROW 1.98%
Cash 0.99%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.