Impax Environmental Markets Plc (IEM)

Category Sector Equity Ecology
Sustainability Impact


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

390.50p

Buy

392.00p

arrow-down-2.00p (-0.51%)

Discount/Premium

-10.28%

Estimated NAV

436.365p

Prices updated at 21 Feb 2025, 17:12 GMT
| Prices minimum 15 mins delay
|
Prices in GBX

Investment objective
To enable investors to benefit from growth in the markets for cleaner or more efficient delivery of basic services of energy, water and waste. Investments are made predominantly in quoted companies which provide, utilise, implement or advise upon technology-based systems, products or services in environmental markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management (which includes sustainable food, agriculture and forestry).

arrow-down-0.03%
LSE

Portfolio as of 31/12/2024

Asset allocation

Created with Highcharts 7.2.298.91% Stocks- Bonds1.09% Cash- Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.21.571.572.622.622.882.885.285.287.317.317.67.69.889.8814.4214.4248.248.2Latin AmericaAustralasiaAsia - DevelopedAsia - EmergingEurope - ex EuroCanadaUnited KingdomEurozoneUnited States

Market classification (%)

Created with Highcharts 7.2.26.846.8493.1693.16EmergingDeveloped

Top 10 holdings

1
PTC Inc
Sector
-
Country
United States
% of assets
3.16872
2
Trimble Inc
Sector
-
Country
United States
% of assets
2.93194
3
Clean Harbors Inc
Sector
-
Country
United States
% of assets
2.6478
4
Brambles Ltd
Sector
-
Country
Australia
% of assets
2.58789
5
Repligen Corp
Sector
-
Country
United States
% of assets
2.54968
6
The Descartes Systems Group Inc
Sector
-
Country
Canada
% of assets
2.38607
7
DSM Firmenich AG
Sector
-
Country
Switzerland
% of assets
2.29077
8
Littelfuse Inc
Sector
-
Country
United States
% of assets
2.25938
9
Ormat Technologies Inc
Sector
-
Country
United States
% of assets
2.22307
10
Altair Engineering Inc Class A
Sector
-
Country
United States
% of assets
2.21231
Assets in top 10 holdings %

25.26%

Total no. of equity holdings

62.00

Total no. of bond holdings

-

Stock sectors

Impax Environmental Markets Plc
Sector Equity Ecology

15.49%

Basic materials

9.48%
-

Con cyclical

3.98%
-

Financial svs

-
-

Real estate

2.03%
-

66.32%

Comm services

-
-

Energy

-
-

Industrials

43.49%
-

Technology

22.83%
-

18.19%

Con defensive

3.28%
-

Healthcare

4.58%
-

Utilities

10.34%
-


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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