As of 01/07/2024 | |||||||
---|---|---|---|---|---|---|---|
YTD | 2023 | 2022 | 2021 | 2020 | 2019 | NAV | Fund AUM |
6.07% | 14.06% | -10.32% | 36.01% | 3.58% | 25.62% | 15.917 EUR | 1,386.89M EUR |
![](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/product-sheets/kbi-institutional-water-fund/1951552-1-eng-GB/KBI-Institutional-Water-Fund_landscape_16-9ieme_406_228.jpg)
Global water equities delivering alpha with ESG and impact at the core
A high conviction, equity portfolio of companies providing solutions to the challenges around the supply of clean water. Delivers alpha, Impact and ESG.
Notation - July 2024
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![](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/esg-responsible-investing/kbi-institutional-water-fund/1445025-1-eng-GB/KBI-Institutional-Water-Fund_landscape_16-9ieme_406_228.jpg)
KBI Water Fund is a high conviction, global, long-only equity portfolio that taps into the potential of companies from the water sector.
Water is a key resource and growing demand from a rapidly-expanding global population, coupled with an unrelenting requirement from industry and agriculture, has focused the worlds’ attention on how these scarce water resources are managed.
The fund invests in 35-50 publicly traded companies, providing value-added solutions to meet this vital and growing need for water.
Summary
![](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/instit/images/argentina-how-recent-events-shape-the-investment-outlook/1417427-1-eng-GB/Argentina-how-recent-events-shape-the-investment-outlook_landscape_3-2ieme_300_200.jpg)
1. Long-term growth drivers*
- There is no substitute for water, while water consumption keeps rising.
- Stricter global regulations are leading to massive investment (estimated more than USD11.7trn by 2030)
![](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/instit/images/city-night-light/1459949-1-eng-GB/city-night-light_landscape_3-2ieme_300_200.jpg)
2. A USD 500 billion market centered around three sectors:
- Utilities (supply and distribution).
- Infrastructure (pipes, irrigation, etc.)
- Technology (purification, destination, etc.).
![](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/instit/images/eservices/1460298-2-eng-GB/eservices_landscape_3-2ieme_300_200.jpg)
3. Innovative, value-generating companies
- The water sector is linked to many different industries and drives technological innovation with the arrival of newcomers.
- The market has undergone considerable restructuring which has seen the emergence of solid, sustainable companies.
*Sector growth does not necessarily entail the growth of companies in the which the fund is invested