Managed Global Water Fund

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Helping solve the global water crisis

Our award-winning and longest-running Fund

This Fund aims at above-average long term returns whilst helping solve the global water crisis. Investing in companies that produce things like water filtration systems, pumps and pipelines so that we can all have sustainable access to clean water.
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Return focus:

Medium to High

Average annual return:

8.8% p.a. since inception June 2010

Minimum suggested time frame:

10+ years

Risk focus:


Estimated fund fees:


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What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

  • Fossil Fuel

  • Animal Testing

  • Gambling

  • Palm Oil & GMOs

  • Weapons

  • Tobacco

  • Factory Farming

  • Adult Entertainment

  • Alcohol



1 month


1 year


3 years


p.a. since inception*

Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions.
To compare fund returns against the fund benchmark visit our Performance and Returns page.

Performance figures as of 31/08/2023, and are after fees before tax

Risk Level

This Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment timeframe of 10+ years.

Lower Risk

Potentially Lower Returns


Higher Risk

Potentially Higher Returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down. A higher risk generally means higher potential returns over time, but more ups and downs along the way.This risk indicator is not a guarantee of the fund’s future performance.

Investor Notes

Ethical Approach

The Global Water Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia).


A diversified selection of global companies that score highly on environmental, social and governance ratings.

View Holdings

Target Investment

100% Global Water Stocks

Number of Holdings

50 to 100 Companies

Asset Class

International Equities, Cash and Cash Equivalent



Buy/Sell Spread


Investment Horizon

10+ years

Benchmark (net of dividends)

NASDAQ OMX Global Water Net Return Index (net of dividends and tax; 50% hedged to NZD)

Current Hedging Target


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