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JSS Sustainable Equity Water Fund

Provider: J. Safra Sarasin | Official Instrument Web (external)

Instrument Profile

What is the investment objective?

The Fund invests in shares of forward-looking companies exposed to the water value chain. The investment universe comprises ca. 250+ companies which are grouped in water infrastructure, water technologies and water stewardship companies. The investment process is built on in-house sustainability (ESG) research, water research and in-depth financial research. The resulting portfolio is a high-conviction, global all-cap portfolio with 35 -50 holdings. It exhibits strong ESG credentials with no controversial exposure, e.g. nuclear. Voting rights are executed on the basis of the in-house policy.

Type: Equity SICAV
Geography: Broad Developed Markets
Sector: Diversified

Ongoing Charges: 1.68% (estimated)
Initial Charge: 3.00%
Investment Style: Mid-Cap Blend
Fund Size (AUM): CHF 1562,71M

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

MSCI Sustainability Score


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

Morningstar Sustainability Score


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

Rolling performance, as of 3.12.2020:

1 Year: 22.22%

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

Top 10 Holdings


Danaher Corp

Entegris Inc

Veolia Environnement SA

Thermo Fisher Scientific Inc

Fortune Brands Home & Security Inc

Suez SA

Pentair PLC

Xylem Inc

Republic Services Inc

Masco Corp












Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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