Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

SWC (LU) EF Global Water Invest AT

Ranked 40 out of 42 in - Global Themes over 12 months
All calculations are in CHF unless stated

Managed by

Gerhard Wagner

Zurich-based Gerhard Wagner is a portfolio manager at Swisscanto Asset Management having joined the company in 2008. He runs global SRI equity funds and uses a cyclical growth investment style. Prior to Swisscanto, Wagner was a portfolio manager at UBS Asset Management. He studied physics at ETH Zürich University. His interests away from work include climbing and skiing.

Objective

The fund invests worldwide at least 80% of its net assets in the equities of companies that offer technologies, products, or services bearing a relationship to the value-creation chain of water. Companies in the sectors of water supply, water technologies, water treatment, water services, water purification, and water recycling are targeted in particular.

Showing fund performance in Switzerland View performance globally

Performance

Global Themes over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9% 0.4%
2017 19.1% 4.2% 1.4% 6.4% 5.9%
2016 6.6% -3.7% 6.2% 4.1% 0.2%
2015 -4.0% -0.7% -5.2% -7.2% 9.9%
2014 11.0% 3.7% 2.7% 0.2% 4.1%
2013 23.5% 13.2% -3.2% 5.0% 7.3%
2012 20.0% 10.7% 1.3% 4.9% 2.0%
2011 -9.7% 1.5% -6.8% -11.4% 7.7%
2010 3.9% 1.3% -8.4% 3.6% 8.0%
2009 40.0% -1.0% 21.5% 10.8% 5.0%
2008 -50.3% -19.5% -1.4% -16.9% -24.5%
2007 -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date18/09/2007
  • Share Class size113Mn
  • Base currency
  • ISIN LU0302976872

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.80%

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