Sarasin Sustainable Water

Worldwise summary

• 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.

Fund summary

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.

Fund objectives