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Impax Sustainable Leaders Fund B - Managed Fund

Fund Objective
The Trust seeks to achieve sustainable, above market returns over the longer term by investing globally in companies which are active in the growing resource efficiency and environmental markets.
Fund Strategy
The Trust shall invest in equities of companies with at least 20% of revenue, profits or capital employed in environmental markets. Environmental markets include renewable & alternative energy, energy efficiency, water infrastructure & technologies, pollution control, waste management & technologies, environmental support services, and sustainable food, agriculture & forestry.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.29% 1.12% 14.68% 12.43% 18.9% 13.73% 10.58% -%
Growth return 1.29% 1.12% 3.16% 1.14% -% 7.78% 6.55% -%
Income return 0% 0% 11.52% 11.29% -% 5.95% 4.03% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.32% 6.34% 18.35% 22.32% 25.76% 20.9% 17.3% 12.82%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Impax Sustainable Leaders Fund B
International Equities
98.15%
Cash
1.85%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.60%
Cash
1.59%
Australian Equities
1.77%
Property & Infrastructure
0.92%
Fixed Interest
0%
Alternatives
0.12%

General Information

Fund Details
Type Description
Impax Sustainable Leaders Fund B
Equity Trustees Ltd
ETL7080AU
Equity World Large Blend
star (as at 31 Oct 2025)
Investment Fund
13 Oct 2017
$57.21 million (as at 31 Jul 2023)
$1.8138 (as at 11 Nov 2025)
$1.8048 (as at 11 Nov 2025)
Open
Offer information
Type Description
MER 0.95% (as at 26 May 2025)
Indirect Cost Ratio (ICR) 0.95% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $25,000

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Microsoft Corp Equity 6.02%
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FAQs about the Impax Sustainable Leaders Fund B

The objective of the Impax Sustainable Leaders Fund B managed fund is The Trust seeks to achieve sustainable, above market returns over the longer term by investing globally in companies which are active in the growing resource efficiency and environmental markets.

The strategy of the Impax Sustainable Leaders Fund B managed fund is The Trust shall invest in equities of companies with at least 20% of revenue, profits or capital employed in environmental markets. Environmental markets include renewable & alternative energy, energy efficiency, water infrastructure & technologies, pollution control, waste management & technologies, environmental support services, and sustainable food, agriculture & forestry.

The APIR code of the Impax Sustainable Leaders Fund B managed fund is ETL7080AU.

Impax Sustainable Leaders Fund B’s total return last month was 1.29%. This was made up of a growth return of 1.29% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Impax Sustainable Leaders Fund B’s total return for the last three months was 1.12%. This was made up of a growth return of 1.12% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Impax Sustainable Leaders Fund B’s one-year total return is 12.43%. This was made up of a growth return of 1.14% and an income return of 11.29%. These returns were calculated as at 31 Oct 2025.

Impax Sustainable Leaders Fund B’s one-year total return is 13.73%. This was made up of a growth return of 7.78% and an income return of 5.95%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Impax Sustainable Leaders Fund B managed fund is :

International Equities
98.15%
Cash
1.85%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Impax Sustainable Leaders Fund B managed fund is Equity Trustees Ltd.

The Impax Sustainable Leaders Fund B managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jul 2023, the size of the Impax Sustainable Leaders Fund B managed fund was $57.21 million.

The Impax Sustainable Leaders Fund B managed fund has an inception date of 13 Oct 2017.

The current entry price of the Impax Sustainable Leaders Fund B managed fund is $1.8138 per unit and the current exit price is $1.8048 per unit (as at 11 Nov 2025).

The current exit price of the Impax Sustainable Leaders Fund B managed fund is $1.8048 per unit and the current entry price is $1.8138 per unit (as at 11 Nov 2025).

The minimum initial investment amount for the Impax Sustainable Leaders Fund B managed fund is $25,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.