Understanding the Opportunity:
What is the investment objective?
The fund invests at least 75% of its assets in shares of companies that are active within this theme in a sustainable and socially responsible manner. These companies realize a significant part of their turnover by offering products and services related to the water sector. It may include the following applications: water and wastewater supplies, water treatment technology, engineering and consultancy firms, environmental management and various installations.
Type: Equity SICAV
Geography: Broad Global
Investment Style: Mid-Cap Growth
Exit Charges: 0.00%
Enter Charge: 3.00%
Fund Size (AUM): EUR 196,76M
Source: MSCI Inc. Last update: Dec 6th, 2020
Morningstar Sustainability Score
Source: Morningstar, Inc.
Last update: Dec 6th, 2020
Data by the open sources of the instrument provider. Last update: 6.12.2020
Rolling performance at 3/12/2020
1 Year: -0.74%
3 Year: 3.87%
Performance data by the open sources of the instrument provider. Last update: 6.12.2020
Top 10 Holdings
AMERICAN WATER WORKS CO INC
ESSENTIAL UTILITIES INC
SEVERN TRENT PLC
UNITED UTILITIES GROUP PLC
Top portfolio holdings as of 6.12.2020 | Source: instrument provider.
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