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Pictet-Water-P EUR

Ranked 33 out of 43 in - Global Themes over 12 months
All calculations are in CHF unless stated

Managed by

Arnaud Bisschop

Arnaud Bisschop was born in the town of Beauvais in France during the late seventies. He studied at the Ecole Nationale du Genie Rural des Eaux et Forets where he gained a master's in water and waste management, and also has a degree in applied mathematics and economics from the Ecole Polytechnique in Paris. He started his career as a senior consultant at Ernst & Young, and also worked at the Suez Group before joining Pictet in 2007. Outside of fund management Arnaud likes to unwind by playing chess and skiing.

Simon Gottelier

Simon Gottelier became a portfolio manager at Impax Asset Management in April 2004 where he runs global equities with a GARP investment style. Simon runs the BNP Paribas Aqua fund, a mid and small cap global equity portfolio. Prior to joining Impax, Simon worked at Veolia UK, Deutsche Bank and NM Rothschild where he started his career in 1998. Now based in London, he studied modern languages at the University of Bristol. In his spare time he enjoys golf, rugby and running.

Objective

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. The sub-fund favours companies operating in water supply, processing services, water technology and environmental services.

Showing fund performance in Switzerland View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% 0.6%
2017 19.9% 7.1% -0.5% 5.6% 6.5%
2016 7.6% -1.7% 5.9% 3.0% 0.4%
2015 -0.1% -2.1% -3.5% -2.4% 8.3%
2014 13.5% 2.0% 4.5% 0.6% 5.8%
2013 19.0% 12.5% -4.0% 3.8% 6.2%
2012 13.0% 9.2% 0.6% 1.5% 1.3%
2011 -5.8% 1.3% -7.0% -8.5% 9.2%
2010 3.2% 3.1% -6.4% 0.7% 6.2%
2009 20.6% -6.4% 16.2% 6.3% 4.3%
2008 -41.0% -18.7% 1.3% -6.9% -23.1%
2007 6.1% 2.6% 7.6% -3.7% -0.3%
2006 27.2% 14.3% -6.3% 8.2% 9.7%
2005 26.8% 2.7% 11.4% 7.5% 3.1%
2004 15.8% 6.4% 2.2% -1.1% 7.8%
2003 15.1% -9.3% 15.9% -0.5% 10.1%
2002 -33.0% -2.4% -12.2% -21.7% 0.0%
2001 -7.7% -4.2% 13.2% -19.8% 6.1%
2000 -2.9% 1.1% 10.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2018

Top 10 Holdings

Stock Size
Xylem Inc ORD 4.18%
Danaher Corp ORD 3.83%
American Water Works Company Inc ORD 3.81%
Veolia Environnement SA ORD 3.74%
Thermo Fisher Scientific Inc ORD 3.26%
Pentair plc ORD 3.17%
Waste Connections Inc ORD 3.12%
Suez SA ORD 2.79%
Severn Trent PLC ORD 2.70%
Aqua America Inc ORD 2.63%
31/03/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Peru
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Arab Emirates
  22. United Kingdom

Fund Info

  • Launch date19/01/2000
  • Share Class size2,092Mn
  • Base currencyEUR
  • ISIN LU0104884860

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).