Impax Global Equity Opportunities A GBP Acc

Ranked 131 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Kirsteen Morrison

Kirsteen Morrison's keen environmental awareness has taken her to the post of head of socially responsible investment (SRI) at Henderson Global Investors. Her key fund is the Henderson Ethical Fund, which she has managed since June 2001. She also runs the NPI Global Care Growth fund and the NPI Global Care Managed fund, along with the Luxembourg-based Henderson HF Global Sustainable Investments fund. Morrison started out in 1988 on the Manulife US desk and followed this with a seven-year stint as a portfolio manager on the Far East desk at Royal London. She joined Henderson in 1996 and managed Asia-Pacific SRI funds while working from Singapore before returning to London in 2001. Morrison graduated from Oxford University with an MA (Hons) in Metallurgy and is an Associate of the Institute of Investment Management and Research.

David Winborne

Objective

To generate long term capital growth by investing globally in a portfolio of shares of public quoted companies in developed markets. The Fund may also invest in emerging markets. The Fund will normally invest in 35-60 companies at any time. The Fund may also invest in participating notes. The Fund may also invest in convertible bonds and warrants issued by corporations.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.6%
2018 0.3% -0.5% 6.1% 6.4% -10.7%
2017 21.2% 8.0% 4.9% 1.2% 5.7%
2016 19.4% 1.7% 10.0% 8.7% -1.8%
2015 3.2% 5.8% -2.8% -6.2% 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Ecolab Inc ORD 4.25%
Xylem Inc ORD 4.05%
Visa Inc ORD 4.03%
Koninklijke DSM NV ORD 3.94%
Danone SA ORD 3.94%
Thermo Fisher Scientific Inc ORD 3.93%
Prudential PLC ORD 3.78%
Becton Dickinson and Co ORD 3.57%
HDFC Bank Ltd DR 3.47%
Linde PLC ORD 3.29%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date31/12/2014
  • Share Class size26Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).