Impax Environmental Markets (Ireland) Fund

[ph4t]

Any thoughts on this fund? They gave a presentation at the Goodbody Infrastructure Seminar recently.

Impax Environmental Markets (Ireland) Fund

"The fund was formed to enable investors to benefit from rapid and sustained growth anticipated by the Directors in the markets for cleaner and more efficient delivery of basic services of energy, water and waste"

http://www.impax.co.uk/

 

[CCOVICH]

Requires an investment of £500k (GBP) otherwise the charges are pretty hefty.

 

[ph4t]

Requires an investment of £500k (GBP) otherwise the charges are pretty hefty.

What about the sector in general?

Specifically:
a) Alternative and Renewable Energy
b) Waste Management
c) Water Treatment

 

[ClubMan]

"The fund was formed to enable investors to benefit from rapid and sustained growth anticipated by the Directors in the markets for cleaner and more efficient delivery of basic services of energy, water and waste"

...

b) Waste Management

Does that include thermal treatment/incineration or would they consider that "bad"?

 

[ph4t]

Does that include thermal treatment/incineration or would they consider that "bad"?

Think that'd be in the "bad" category. From the fund Fact Sheet:


Waste Technologies & Resource Management

are those with technologies for recycling and sustainable waste management. This group​

of companies is addressing environmental resource problems. The main technologies are:​

Recycling systems and deposit schemes. In response to recycling commitments, local governments are putting in place systems that​

involve reverse-vending machines, collection and registration systems, logistics and materials processing. The only integrated service

supplier and market leader is Tomra (Norway).




Commodity production using recycled material can take advantage of low cost resources as long as the quality of the product is

maintained. Two companies that produce all their paper and cardboard from recycled materials is Mayr-Melnhof (Austria) and Caraustar

Industries (US).​

Waste management practices are constantly being improved. For example waste management companies such as Shanks (UK) and

Lassila & Tikanoja (Finland) are using environmentally beneficial methods, while companies such as Energy Developments (Australia)

waste-to-energy projects.​

Environmental consultancy companies ensure the dissemination of good environmental technologies and practice. As new

environmental regulations and policies are developed it is the consultants that facilitate the integration of concepts into company

activities. Two leading companies are RPS Group (UK) and TetraTech (US).​

Vehicle recycling and end of life vehicles (ELVs) is a growing global issue and a number of interesting business models are emerging

to take advantage of the opportunity eg LKQ (US) and Universal Salvage (UK).




Hazardous waste management is subject to increasing regulatory pressure and companies that are able to secure planning permission

for the processing of these wastes are able to



​

 

[CCOVICH]

Don't really have an opinion on the sector in general to share here, but I would investigate ETFs in the first instance as this fund is a fairly expensive way of accessing the sector IMHO.