Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver long-term capital growth by investing in equities of companies globally that contribute to addressing water-related challenges across utilities, infrastructure, technology, and treatment. It allocates the portfolio across water utility, water infrastructure, water technology, and water treatment companies worldwide, providing thematic exposure to the global water value chain and structural water investment trends. The strategy employs fundamental bottom-up research focused on identifying companies with leading positions in water-related industries, attractive growth prospects, and meaningful contribution to addressing global water scarcity and quality challenges. Through thematic global water equity investment emphasizing sustainability and structural growth, the fund provides focused exposure to a critical sustainability theme, appropriate for thematic investors seeking water sector participation with acceptance of sector concentration risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -1.95% | -1.95% |
| 3-Year Return | +18.74% | +5.89% |
| 5-Year Return | +1.87% | +0.37% |
| All Time Return | +41.39% | +5.30% |
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