How to invest in water and waste and get steady profits from life's essentials: THE INVESTING SHOW

Exploring Investment Opportunities in Sustainable Water and Waste Management

In the realm of investing, where global funds frequently concentrate on backing the US stock market and the prominent Magnificent Seven companies, the Regnam Sustainable Water and Waste fund distinguishes itself by presenting a unique opportunity. This fund strategically invests in companies worldwide operating within the crucial sectors of water provision and waste management, essential components of contemporary life.

Diversifying Your Portfolio with Essential Services

In this episode of the Investing Show, Bertrand Lecourt, co-manager of the Regnam Water and Waste fund, discusses how this investment can serve as a robust portfolio diversifier, driven by the global trend of urbanisation. Lecourt highlights the capacity of companies delivering essential water and waste services to generate consistent and dependable returns. He further suggests that investing in this fund can act as a strategic hedge for investors against increasing utility expenses.

Performance and Investment Strategy

The Regnam Sustainable Water and Waste fund has demonstrated a compelling performance, achieving a 29 percent return over the past three years, with ongoing charges of 0.95 percent. The fund’s portfolio comprises approximately 45 companies, carefully selected for their primary focus on water and waste management activities. Addressing concerns regarding the difficulties faced by UK water providers, such as Thames Water, Lecourt clarifies that the fund’s investment strategy excludes private entities, mitigating risks associated with private water companies.

Key Holdings in the Water and Waste Sector

The fund’s holdings include prominent companies in the sector. Veolia, a French multinational with extensive global operations, including waste collection and recycling services in the UK, is among its key investments. American Water, a leading provider of potable and clean water in the United States, and Mueller Industries, a manufacturer of brass, copper, plastic, and aluminum products, also feature in the portfolio, representing a diverse range of companies within the water and waste management value chain.