Impax Global Sustainable Infras Instl
Portsmouth, NH 03801-3852
30 Penhallow Street, Suite 400
Pax World Funds Series Trust I
管理資訊
,自 2023年12月14日 起的牽頭經辦人
Portfolio Manager, Director
Managed Fund Since: 20 October 2022
Harry joined Impax in 2017, having previously worked for the Firm as a consultant assessing portfolio carbon risk.
Initially he worked as a Portfolio Specialist on Impax’s Thematic Equities strategies, gaining in depth knowledge of investee companies and the investment process. In 2021, Harry began work on the creation of Impax’s Sustainable Infrastructure Taxonomy, before becoming a Portfolio Manager on the newly launched Sustainable Infrastructure strategy in 2022.
Harry began his career in 2006 as an analyst at Bloomberg New Energy Finance, where he helped investors understand the evolving dynamics in energy, carbon and power markets. He subsequently worked at Aurium Capital as an investment manager investing debt into infrastructure projects before becoming an independent consultant raising capital for early-stage energy businesses.
Harry has an MA in Modern History from the University of St Andrews and an MSc in Finance from London Business School.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Infrastructure
基金家族Impax Asset Management
淨資產93.37M
本年度至今日回報2.19%
收益率2.61%
晨星評級★★★★
成立日期2016年12月15日
基金運作
上次股息0.24
上次資本增益-6.00
持股週轉率89.00%
組別平均無
費用與支出
支出PXDIX類別平均
年報支出比率 (淨值)0.65%1.16%
招股書淨支出比率0.65%無
招股書總支出比率0.65%無
最高 12b1 費用無無
最高首次認購費無5.28%
最高遞延銷售費用無1.00%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
