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Pictet Water

Worldwise summary

  • A global Water fund, focusing on water supply and treatment, water technology and environmental services
  • Invests in 60 to 80 stocks out of 850 in the investment universe
  • Also invest in companies involved in air, such as air inspection, air-filtration and catalytic converters
  • Pictet use a Swiss company, Ethos, for their engagement policies with companies they invest in

Fund summary

The Pictet Water fund invests worldwide in companies that are involved in the water cycle, following a selective bottom-up stock selection process. Based on the in-depth knowledge of the investment team, the industrial know-how of the global sector specialists and industry expertise from a dedicated external advisory board, the fund seeks to identify companies with strong commercial potential. The fund focuses on companies that operate in the fields of utilities (water supply and treatment services), industrials (water technology and environmental services), and consumer staples (packaged water). Combining strong growth securities (water technology and environmental services) with more valuation-oriented securities (water utilities and packaged water), is in our view the best approach to produce a good balance between risk and potential reward.

Fund objectives

The sub-fund seeks capital growth by investing at least two-thirds of its total assets in the shares of companies operating in the water and air sector worldwide.

Management

Hans Peter Portner - Fund Manager

Hans Peter Portner joined Pictet Asset Management in 1997 and is Head of the Sector & Theme Funds team and also a Senior Investment Manager. He began his investment career in 1992 with UBS Brinson in Basel as Portfolio Manager for international equities, where he managed single country funds and capital preservation funds. He is a CFA charterholder and holds a Master’s degree in Economics from the University of Bern.


Philippe Rohner - Fund Manager

Philippe joined Pictet Asset Management having originally joined Pictet & Cie in 1998 as an equity analyst with responsibility for the Swiss Chemicals sector. He is a Senior Investment Manager in the Sector and Theme Funds unit. Before joining Pictet, he worked in the oil & gas industry and then in the chemical industry with Texaco and Ciba-Geigy respectively. Philippe holds a PhD in Industrial and Applied Chemistry from the Swiss Federal Institute of Technology, and an MBA specialising in Finance from the University of Strathclyde.


Arnaud Bisschop - Fund Manager

Arnaud joined Pictet Asset Management in 2007 as an Investment Manager in the Sector and Theme Funds team. Before joining Pictet, he worked for Lyonnaise des Eaux (Suez Group) as a project leader in the Sales Department and previously was a Senior Consultant in the Sustainability Services Team of Ernst & Young in Paris.


Ethical screens and 'informal screens'

This fund has 2 full or informal screens applied:

Armaments
Tobacco

To find out more about ethical screens, click here.

This funds excludes companies on the Government Pension Fund of Norway's blacklist. Given the thematic nature of the fund it is unlikely that these screens impact on stock selection. The Norwegian pension fund exclusions include Tobacco, munitions companies, companies involved in environmental damage and those which contravene human rights. The fund do not have specific stock checking in relation to activities and thus there can be limited guarantees that all activities avoid these issues.

Top Ten holdings

  • American water works co inc
    4.03%
  • Suez environnement co
    4.00%
  • Pennon group
    3.94%
  • Xylem inc
    3.90%
  • Veolia environnement
    3.57%
  • Guangdong investment
    3.00%
  • Danaher corp
    3.00%
  • Severn trent plc
    2.80%
  • United utilities group plc
    2.80%
  • Donaldson co inc,
    2.79%

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.


Fund Performance

Further information

Website: www.pictetfunds.com

Contact number: +41 (0)58 323 3000

Factsheet: click here (PDF)

Key facts

Theme: Water

Asset class: Equity

Launch date: 3 June 2008


Type Yield 1yr TRR TER Theme Facts Mgr Fav

Sector breakdown

Regional breakdown


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 Blue & Green Tomorrow accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Blue & Green Tomorrow or your financial adviser.

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