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iShares Global Water UCITS ETF

Instrument Profile

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% (estimated)
Initial Charge: -
Investment Style: Mid-Cap Blend
Fund Size (AUM): USD 1613.1M

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

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

Rolling performance, as of 31.10.2020:

1 Year: 13.14%

3 Years: 10.47%

5 Years: 14.34%

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%

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

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