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PARVEST Climate Impact C C EUR

classificato 23 su 34 di - Temi globali su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Jon Forster

Jon Forster is a Senior Portfolio Manager and Director at Impax Asset Management having joined the group in August 2000. He co-manages the Specialists Strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones. Jon began his career working with both private and quoted companies in 1994. Following his graduation from Leeds University in Management Studies, he spent four years working on acquisitions at HSBC Investment Bank. Subsequently, he spent two years as a consultant to venture capital investor Alchemy Partners with particular focus on manufacturing and resource management companies.

Bruce Jenkyn-Jones

Bruce Jenkyn-Jones is the managing director of the listed equity team and oversees Impax's long-only investment strategies. He is responsible for the development of the investment process, research and team development. He also has an active role in the day to day management of all Impax listed equity portfolios. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). He has an MBA from IESE in Barcelona, an MSc in environmental technology from Imperial College and a degree in chemistry from Oxford.

Obiettivo

At all times, this sub-fund invests at least 75% of its assets in equities and/or equity equivalent securities, issued by companies involved in activities which enable the adaptation to, or mitigation of, climate change. Investments are made in "pure-play" small and mid-cap companies which have more than 50% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food, and agriculture markets. All invested companies must meet social, environmental and corporate governance criteria and respect the principles as set out in the United Nations Global Compact. The remaining portion, namely a maximum of 25% of its assets, may be invested in any other transferable securities (including P-Notes), money market instruments, financial derivative instruments, and/or cash, and also, within a limit of 15% of the assets, in debt securities of any kind and, within a limit of 10% of the assets, in UCITS or UCIs. In respect of the above investments limits, the sub-funds investments into China A-Shares via the Stock Connect may reach up to 25% of its assets.

Performance

Temi globali su un periodo di : 31/08/2017 - 31/08/2018

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -3,5% 2,1%
2017 7,7% 3,8% 0,0% 1,6% 2,1%
2016 14,6% -0,3% 3,3% 7,3% 3,7%
2015 9,1% 13,1% -1,1% -10,0% 8,4%
2014 7,0% 3,3% 1,8% -1,9% 3,7%
2013 25,9% 10,2% -2,3% 8,7% 7,6%
2012 8,2% 9,9% -7,4% 4,1% 2,2%
2011 -18,4% -2,2% -5,8% -16,1% 5,6%
2010 13,0% 2,8% -2,0% -0,6% 12,9%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

31/07/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
EUR Cash 3,77%
Brambles Ltd ORD 3,28%
Zhuzhou CRRC Times Electric Co Ltd ORD 3,05%
Ormat Technologies Inc ORD 3,04%
Lenzing AG ORD 3,02%
Generac Holdings Inc ORD 2,90%
EDP Renovaveis SA ORD 2,83%
Nibe Industrier AB ORD 2,75%
Franklin Electric Co Inc ORD 2,59%
Spirax-Sarco Engineering PLC ORD 2,54%
31/07/2018

Registrato Per La Vendita In

  1. Austria
  2. Bahrain
  3. Belgio
  4. Repubblica Ceca
  5. Danimarca
  6. Finlandia
  7. Francia
  8. Germania
  9. Grecia
  10. Ungheria
  11. Italia
  12. Jersey
  13. Lussemburgo
  14. Paesi Bassi
  15. Norvegia
  16. Portogallo
  17. Singapore
  18. Slovacchia
  19. Spagna
  20. Svezia
  21. Svizzera
  22. Regno Unito

Informazioni sul fondo

  • Inizio collocamento12/11/2009
  • Dimensione share class196Mn
  • Valuta di baseEUR
  • ISIN LU0406802339

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).