Impax Global Equity Opportunities Fund X GBP IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.3 | 20.7 | -8.5 | 9.0 | 10.0 | |
+/-Cat | -5.3 | 6.1 | 9.6 | -7.1 | 0.6 | |
+/-B’mrk | - | 2.6 | 10.5 | -13.4 | -4.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 17/10/2024 | GBP 1.27 | |
Day Change | -0.08% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BJKWZD69 | |
Fund Size (Mil) 17/10/2024 | GBP 1141.69 | |
Share Class Size (Mil) 17/10/2024 | GBP 11.67 | |
Max Initial Charge | - | |
Ongoing Charge 05/03/2024 | 0.84% |
Morningstar Research |
Analyst Report | 18/06/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Impax Global Equity Opportunities has a solid foundation in Impax's strong heritage of investing in environmental markets, extended here to sustainable investing.. It benefits from a comprehensive team that sports experience and stability. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Impax Global Equity Opportunities Fund X GBP Inc |
The Fund’s investment objective is to generate long term capital growth through an actively managed portfolio of equities from issuers across global equity markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Winborne 01/01/2018 | ||
Kirsteen Morrison 01/01/2014 | ||
Inception Date 14/06/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Impax Global Equity Opportunities Fund X GBP Inc | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.25 |
Alcon Inc | Healthcare | 4.05 |
Mastercard Inc Class A | Financial Services | 3.93 |
Linde PLC | Basic Materials | 3.71 |
Boston Scientific Corp | Healthcare | 3.66 |
Increase Decrease New since last portfolio | ||
Impax Global Equity Opportunities Fund X GBP Inc |