iShares Global Water UCITS ETF

ISIN: IE00B1TXK627:USD

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Instrument Profile

Understanding the Opportunity:

The world is facing critical water shortages, a situation that is likely to get worse with a booming global population and climate change. The goal of providing safe, clean water for people and agriculture is critical to the planet and one that many companies are working on. Water treatment, smart infrastructure, and efficient delivery are key areas where companies are working to provide solutions.
Water is currently a $500-billion market that could grow to as much as $1 trillion by 2020.¹ Investments are needed along the entire water chain; water-infrastructure projects alone are expected to see annual growth of 5%-8%.*
Companies that focus on addressing the increasing demand for and limited supply of water could represent some of the world’s key growth opportunities today—and in the coming years.
*BofA Merill Lynch

What is the investment objective?

The Fund seeks to track the performance of an index composed of 50 of the largest global companies engaged in water related businesses.

Type: Open Ended Investment Company

Geography: Broad Global

Sector: Diversified

Index Tracked: S&P Global Water Index

Ongoing Charges: 0.09%

Initial Charge: -

Investment Style: Mid-Cap Blend

Fund Size (AUM): USD 1613.1M

MSCI Sustainability
Score

A

Source: MSCI Inc. Last update: Dec 6th, 2020

Morningstar Sustainability Score

3/5

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 31.10.2020

1 Year: 13.14%

3 Years: 10.47%

5 Years: 14.34%

Performance data by the open sources of the instrument provider. Last update: 6.12.2020

Top 10 Holdings

Company

Xylem Inc

American Water Works Company Inc

Veolia Environnement SA

Geberit AG

Pentair PLC

Essential Utilities Inc

Halma PLC

Algonquin Power & Utilities Corp

United Utilities Group PLC

Suez SA

Weighting

9.55%

8.89%

5.13%

4.62%

4.60%

4.58%

4.50%

3.98%

3.53%

3.32%

49.39%

Top portfolio holdings as of 8.12.2020 | Source: instrument provider.

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