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Impax Environmental Leaders S Acc GBP

ISIN: IE00BD89J808 | MEX: IMXZE | CITI: QLWQ

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Click here for more information.

  • Buy 153.9 GBX

  • Sell 153.9 GBX

  • Price Change 0.78590%

Accumulation

Past Performance

  • 6th May 2020 to 6th May 202147.02%
  • 6th May 2021 to 6th May 2022-2.92%
  • 6th May 2022 to 6th May 20235.50%
  • 6th May 2023 to 6th May 202410.29%
  • 6th May 2024 to 6th May 2025-2.96%
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Objectives and Approach

The Impax Environmental Leaders (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 companies which have =20% of their underlying revenue generated by sales of products or services in environmental markets.

Key Information

Inception 28th Aug 2019
Historic Yield 0%
Sector IA Global
Fund Size £265.691mn
Fund Type ICVC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.67%
Initial Charge 0%
AMC 0.40%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.67%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -1.91% -10.89% -7.18% -2.96% 12.91% 61.15%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      637,652 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      47,497 bytes PDF Document; last updated 16 Feb 2024
      Pre-contractual Disclosure Report
      PRE-CONTRACTUAL DISCLOSURE REPORT
      Product-Level Sustainability Report
      PRODUCT-LEVEL SUSTAINABILITY REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      5,477,028 bytes PDF Document; last updated 31 Dec 2023
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      3,445,896 bytes PDF Document; last updated 30 Jun 2023
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      821,842 bytes PDF Document; last updated 11 Jul 2024
      GET ADOBE READER

      Management Team

      Siddharth Jha David Winborne Hubert Aarts

      Siddharth Jha has managed this fund for 5 years and 4 months.

      Siddharth Jha Siddharth is a co-Portfolio Manager of the Impax Leaders and US Environmental Leaders strategies, focusing predominantly on North American industrials and utilities firms. He has been with Impax since 2014. Prior to joining Impax in his current role, Siddharth completed an internship with the firm in 2012 where he worked with our listed equities team. He also has experience as a clean technology consultant, working in India. Siddharth earned a bachelor’s cum laude in History and Political Science from Macalester College and an MBA from the London Business School.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Siddharth

      Name of Security Sole/Co Managed Since
      Impax Environmental Ldrs Co Jan 2020
      Impax Environmental Ldrs Co Jan 2020
      ImpxUSEnvLdr Co Dec 2023

      David Winborne has managed this fund for 7 years and 4 months.

      David Winborne David joined Impax in 2015 and is a senior portfolio manager and director. His responsibilities include co-management of the Leaders and Global Opportunities strategies. He arrived from the asset management team at Tesco Pension Investment. Prior to this, David was a fund manager at Sarasin & Partners, where he was responsible for the firm’s Asia Pacific Equity fund and for contributing investment recommendations to Sarasin’s flagship thematic Global Equity fund. After graduating from the University of Bath, David began his career at Insight Investment as a global equity analyst.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by David

      Name of Security Sole/Co Managed Since
      Impax Gl Eq Opp Co Jan 2015
      Impax Environmental Ldrs Co Jan 2018
      Impax Environmental Ldrs Co Jan 2018
      ImpxUSEnvLdr Co Dec 2023

      Hubert Aarts has managed this fund for 9 years and 3 months.

      Hubert Aarts Hubert serves as Deputy CIO, Listed Equities. Hubert is a key figure overseeing Impax Asset Management’s investment strategies in the listed equities space and is jointly responsible for the development of our investment process, research, and team. He also researches stocks globally, specialising in industrials and consumer discretionary companies. Prior to joining Impax in 2007, Hubert was a partner at Cambrian Capital. He also spent nearly a decade at BlackRock working as a portfolio manager in European equities. His first role was at MeesPierson in The Netherlands. Hubert has a master's degree in Economics and Business Administration from Maastricht University.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Hubert

      Name of Security Sole/Co Managed Since
      Impax Environmental Ldrs Co Jan 2016
      Impax Environmental Ldrs Co Jan 2016

      Investment involves risk. You may get back less than invested.