SJP Sustainable & Responsible Equity L Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.64 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.64 |
Cumulative Performance
Discrete Performance
| Fund Size | 433,659,577.00 | Launch Date | 19/11/2018 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,500.00 | Total Expense Ratio (%) | 1.64 |
| ISIN | GB0006074891 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.6000 (on 05/02/2018) |
The fund aims to provide long-term capital growth by investing in companies that meet generally accepted ethical criteria.
Kirsteen Morrison
Kirsteen joined Impax in 2009 and is a senior portfolio manager and director. She has co-responsibility for the Global Opportunities strategy and is the lead analyst for Japan and India. Kirsteen began her career in the investment industry in 1987, investing in Asian equities as a portfolio manager at Royal London. She returned from Singapore in 2001 to head the SRI Investment team at Henderson Global Investors in London. After this, she worked within global equities as a financial analyst for Odey Asset Management, before joining J.P. Morgan to run a long/short Asian financials portfolio. Kirsteen has an MA in Metallurgy and Science of Materials from Oxford. 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.
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.
| Name | Weight |
|---|---|
| Asia Pacific Equities | 20.00% |
| European Equities | 27.00% |
| Money Market | 1.00% |
| North American Equities | 43.00% |
| UK Equities | 6.00% |
| Name | Weight |
|---|---|
| Asia Pacific | 20.00% |
| Europe ex UK | 25.00% |
| International | 2.00% |
| North America | 41.00% |
| Others | 1.00% |
| UK | 8.00% |
| Name | Weight |
|---|---|
| Communications | 1.00% |
| Consumer Discretionary | 2.00% |
| Consumer Staples | 7.00% |
| Financials | 13.00% |
| Health Care | 21.00% |
| Industrials | 9.00% |
| Information Technology | 27.00% |
| Materials | 12.00% |
| Others | 1.00% |
| Real Estate | 3.00% |
| Name | Weight |
|---|---|
| AIA GROUP LTD | 3.00% |
| ECOLAB INC | 3.00% |
| EQUINIX REIT | 3.00% |
| HDFC BANK LTD | 3.00% |
| IQVIA HLDGS INC | 3.00% |
| LINDE AG | 3.00% |
| MASTERCARD INC | 3.00% |
| MICROSOFT CORP | 3.00% |
| TAIWAN SEMICONDUCTOR MANUFACTU | 3.00% |
| THERMO FISHER SCIENTIFIC INC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.