Reasons to Invest
Investments are made in selected companies worldwide that are leaders in their respective industries and regions in terms of ecological, ethical and economic aspects and that have the greatest earnings prospects. Thanks to its broad range of investment themes, the fund can benefit from the balanced mix of stable water suppliers and economically sensitive companies in the water treatment and infrastructure sectors.
Opportunities and Risks
- In the long term, stocks have high potential returns
- Orientation towards sustainably operating companies
- Wide spread over numerous individual titles
- Possible additional income through individual value analysis and active management
- Exchange rate gains against investor currency possible
- Shares are highly susceptible to fluctuations, price losses possible. The volatility (fluctuation in value) of the fund unit value can be greatly increased.
- Relatively weak development of the investment theme possible
- Limited participation in the potential of individual titles
- No guarantee of success for single value analysis and active management
- Currency losses possible with global investments
What is the investment objective?
The objective of the investment policy is to gain a reasonable return in euro while complying with strict criteria of an ethical and ecological nature.
Type: FCP Mutual Fund
Geography: Broad Global
Sector: Broad Water
Ongoing Charges: 5.0%
Exit Charge: 0.0%
Fund Size (AUM): EUR 43.57M
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: 7.12.2020
Rolling performance at 03/12/2020
1 Year: 10.38%
3 Years: 23.40%
Performance data by the open sources of the instrument provider. Last update: 7.12.2020
Top 10 Holdings
American Water Works Co. Inc.
Advanced Drainage Systems Inc.
Waste Connections Inc.
Interpump Group S.p.A.
Watts Water Technologies Inc.
Northland Power Inc.
IPG Photonics Corporation
Top portfolio holdings as of 7.12.2020 | Source: instrument provider.
Investment Themes Allocation
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