Investing across the rapidly growing water value chain
The opportunity set
The world’s water resources are under considerable strain, with an increasing gap between the supply and demand of water, as well as rising concerns about water quality and the stability of water infrastructure globally. The transition towards a more sustainable economy could lead to potential outperformance for well-positioned companies.
Why invest in BNP Paribas Aqua?
The fund targets best-in-class companies in the fast-developing water sector, encompassing activities such as water infrastructure, water treatment and utilities
Exposure to both defensive and cyclical stocks across geographies, sectors and market capitalisations for enhanced diversification and opportunity capture
The fund invests in businesses whose revenue sources are aligned to UN SDGs, and excludes companies involved in controversial activities and practices
Team and expertise
BNP Paribas Aqua is managed by Impax Asset Management, one of the global leaders in environmental markets investing since 1998 and a long-term partner of BNP Paribas Asset Management. Impax have offices in the UK, US and Hong Kong.
Hubert Aarts, 30 years of industry experience, and Bruce Jenkyn-Jones, 29 years of industry experience, are the lead portfolio managers. They are based in London.
Source: BNPP AM, as of 30 June 2021.
Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the strategies described being at risk of capital loss. There is no guarantee that the performance objective will be achieved. Past performance or achievement is not indicative of current or future performance.
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Past performance is no guarantee of future results.