Themes of the future
Water efficiency, water infrastructure and water protection are investment areas of the future.
Water is essential for all of us. And for your portfolio? With our “Water” thematic fund from Swisscanto, we invest for you worldwide with a focus on companies that are committed to the theme of water.
Around 2.5 percent of the world’s water supply is fresh water, and its consumption is estimated to have more than tripled in the last 70 years. According to the United Nations and UNICEF, 2.4 billion people have no access to clean drinking water and 800 million people do not have enough water for personal hygiene and cleaning. The problem is expected to get worse due to population growth and climate change. Experts predict annual consumption will increase from 4,300 cubic kilometres to 5,500 cubic kilometres by 2050, and it will be increasingly challenging to gain access to clean drinking water. Companies from the water supply, water treatment and water management sectors can develop solutions here and should benefit in the long term.
We invest in companies that we believe are operating successfully. We also take into account how they perform in terms of sustainability aspects. Our focus is on companies that solve challenges such as water scarcity, water pollution and water supply with their products or services. We are confident that companies with a positive impact on a sustainability theme can offer greater growth prospects and return opportunities than the wider market.
When selecting stocks, we take into account fundamental data such as the return on invested capital (ROIC). Our objective is to invest in quality companies with a competitive business model, low debt, an attractive ESG profile and a positive return on invested capital.
This thematic fund is suitable for investors who