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Top 100 Funds 2020: Specialist equity funds

Our suggestions for sector specific equity exposure
September 10, 2020 and Mary McDougall

If you have a large portfolio and a higher risk appetite, you could consider adding a small allocation to some specialist equities funds focused on a particular area that could benefit from high growth. We have funds focused on infrastructure, environmental services, healthcare, technology, financials and commodity company equities. If you want exposure to physical assets have a look at the IC Top 50 ETFs for funds that hold metals such as gold (last published on 12 June 2020), or the alternative assets and property sections of the IC Top 100 Funds.

 

SRI OPTION: Impax Environmental Markets (IEM)

Impax Environmental Markets aims for sustainable, above-market returns over the longer term by investing globally in companies involved in resource efficiency and environmental markets. The trust’s managers, Jon Forster, Bruce Jenkyn-Jones and Fotis Chatzimichalakis, invest in small and mid-cap companies that make 50 per cent of their revenue from environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.

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