Jon Forster

AAA

21 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Impax Asset Management Group

Professional background

Jon co-manages Impax AM’s Specialists and Climate strategies. He has been part of the Impax team for over twenty years, having first joined in 2000 from Alchemy Partners where he had spent two years providing consultancy work to their portfolio management team. He began his career in 1994 at HSBC Investment Bank working on their acquisitions team.

Educational background

Jon has a bachelor’s degree in German and Management Studies from Leeds University.

Performance

7.28%

Manager Annualised Return Since Inception

5.55%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7.28%

5.55%

1.74%

10Y

14.34%

11.1%

3.24%

10.21%

9.34%

0.87%

*Inception date: 2/18/2002

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Impax Environmental Markets plc

Value investing using fundamental analysis

Benchmark
MSCI World, Net

Class

ISIN
GB0031232498

AUM
1,449,639,302.35 €

Ongoing Charges
0.85%