基本資料

投資策略

主要投資於應對水資源相關挑戰並協助加快轉型至可持續世界的公司，以提高其中期資產價值。子基金時刻將其資產至少75%投資於由在水資源業及相關或關連行業進行其大部份業務，並具有可持續活動和程序的公司所發行

的股票及／或等同股票的證券。其餘資產（即其資產的最多25%）可投資於任何其他可轉讓證券（包括參與票據）、貨幣市場工具，亦可將資產不多於 15%投資於任何類型債務證券及將資產不多於 10%投資於 UCITS 或 UCI。就上述投資限制而言，子基金透過股票市場交易互聯互通機制投資於「中國 A 股」的整體投資不得超出其資產的 25%。

基金經理人

• Boyle Harry
• 資歷 1年(2024-07-01 至今)

• 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.

• Winter Justin
• 資歷 6年(2019-03-31 至今)

• Justin co-manages Impax’s Water Strategy and a bespoke fund that blends both the Water and Specialists strategies. He specialises in New Energy, Water and Support Services. Justin researches stocks globally with a particular focus on the Industrials, Utilities and Materials sectors.
  
  Justin joined Impax in July 2009 after working in renewable energy research at New Energy Finance. Prior to moving into the renewable energy sector he worked as an investment analyst for Australian boutique manager Hunter Hall, covering global equities from their London and Sydney offices.
  
  He has a Bachelor of Engineering from the University of Queensland and a Masters of Commerce from the University of Sydney. Before moving into finance, he worked as a consulting engineer on water projects and environmental impact studies.

• Aarts Hubert
• 資歷 10年(2015-07-02 至今)

• Hubert serves as Executive, Senior Portfolio Manager Listed Investments of the Impax Leaders and Water strategies. 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.

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