Sustainable Water Fund

Overview

This is an equity fund which aims to achieve the highest possible returns over the long term

Key Facts

Why a water fund? Water is a scarce resource and limited supply is struggling to keep up with the rising demand. Only through investment in the sector can this issue be addressed successfully, which is being driven by demographic change, higher standards of living and aging infrastructure

Investment universe The Fund invests globally in companies providing technology, products and services relating to the water value chain, such as water distribution, management, treatment and analysis as well as irrigation

Investment process Top-down analysis followed by individual stock selection, looking for sustainable companies which meet the social, economic and environmental criteri

Portfolio construction The Fund typically holds around 70 positions

Fund Manager

Dieter Küffer has managed the Fund since inception in 2001 and has one of the most experienced water teams in the financial industry, which consists of 2 PhD holders, a Cantonese speaker and 2 ex-water industry practitioners. Dieter is also a qualified banker and Chartered Financial Analyst (CFA)

Why the Sustainable Water Fund?

The Fund focuses on growth by analysing under-researched companies and has high exposure to emerging markets. The Fund typically has a lower exposure to utilities than its peers as growth opportunities for these companies are more limited than other sectors. Unlike its peers the Fund also has a separate allocation to invest in the water and food area as agriculture uses around 70% of the available water resources. The Fund uses a minimal exposure to water of 20% of the revenues, while many of its peers have less