Sarasin Sustainable Water
- A global equity fund that invests in sustainable companies with a focus on water
- Invests in 40 to 70 different stocks out of a potential 86 stocks in its investment universe
- Invests in the entire value change including supply, disposal, technologies and services including water efficiency
- Their sustainability analysis uses the Sarasin Sustainability Matrix ®. The SRI research is done in advance of the fund manager’s work and he can only choose from the list of sustainable-rated companies.
Sarasin Sustainable Water Fund invests in companies that have a far-sighted and innovative approach to the use of water as a resource and at the same time take into consideration environmental and social aspects. The fund covers the entire value chain of the water industry, which includes the following sub-segments: supply and disposal, technologies and services (including R&D, planning and consulting, plant engineering and construction, pumps, pipes, filters, installation technology, water-saving devices, consumption metering, chemicals and analytics), as well as sustainable water use through low-consumption, efficient production processes. Investment is targeted at a variety of technologies and regions simultaneously, so as to achieve optimal risk spread.
This fund is authorised for distribution in Switzerland, UK, Luxembourg, Liechtenstein, Germany, Austria, Netherlands, Ireland, France, Italy, Belgium, Spain, Sweden, Denmark and Singapore.
Matthias Priebs - Fund Manager
Matthias joined Bank Sarasin in 2007 as Senior Portfolio Manager, previous to this he has worked in Portfolio Management for Bonds, Portfolio Management at Hevetia and at Tareno AG. He studied Business Administration at the University of Zurich and has a Federal diploma in Financial Analysis and Asset Management together with a Diploma Financial Planning Expert.
Arthur Hoffman - Fund Manager
Arthur joined Bank Sarasin in 2000 as Senior Portfolio Manager, previous to this he has worked at UBS, Arthur Andersen and is the President of a large Swiss pension fund. He holds an MBA from the University of St. Gall and has a Federal diploma in Financial Analysis and Asset Management.
Ethical screens and 'informal screens'This fund has 6 full or informal screens applied:
To find out more about ethical screens, click here.
Top Ten holdings
- China everbright3.19%
- Itron inc3.07%
- Pentair inc3.07%
- Georg fischer ag3.02%
- Idex corp3.02%
- Aegion corp2.98%
- Xylem inc2.94%
- Stantec inc2.85%
- Kubota corp2.80%
- Badger meter inc,2.70%
What are the risks?
Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Worldwise Investor accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms & Conditions. Some performance differences between the fund and the benchmark may arise because the fund performance is calculated at a different valuation point from the benchmark.
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Latest fund news
In the Press
Asset class: Equity
Launch date: 27 December 2007
The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.