Robeco Sustainable Water G-GBP Distribution
Category Sector Equity Water
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£299.73
£-3.18 (-1.05%)
Fund Code
RBSWT
BMF7CR0
LU2146191999
Prices updated as at 10 Mar 2025
Prices in GBP
Investment objective
The Sub-fund has as its sustainable investment objective to mitigate the water scarcity challenge and contribute to clean, safe and sustainable water supply by investing in companies active in the fields of distribution, treatment and quality monitoring of water that enable efficiency gains for more economical water use, more and better wastewater treatment and improved water infrastructure and quality. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Good health and well-being (SDG 3), Clean water and sanitation (SDG 6), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11), Responsible consumption and production (SDG 12), and as well as Life below water (SDG 14). In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Sector Equity Water |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 5.80 | 2.38 |
| 31 Dec 15 - 31 Dec 16 | 28.06 | 27.91 |
| 31 Dec 16 - 31 Dec 17 | 17.23 | 14.72 |
| 31 Dec 17 - 31 Dec 18 | -6.70 | -9.70 |
| 31 Dec 18 - 31 Dec 19 | 25.53 | 24.95 |
| 31 Dec 19 - 31 Dec 20 | 18.93 | 12.34 |
| 31 Dec 20 - 31 Dec 21 | 30.86 | 23.78 |
| 31 Dec 21 - 31 Dec 22 | -16.46 | -12.32 |
| 31 Dec 22 - 31 Dec 23 | 12.87 | 9.33 |
| 31 Dec 23 - 31 Dec 24 | 7.01 | 4.27 |
Trailing returns (%)
| Year | This fund | Sector Equity Water |
|---|---|---|
| 1 Day | -1.05 | 0.20 |
| 1 Month | -6.37 | -4.46 |
| 3 Months | -6.99 | -5.58 |
| 6 Months | -2.14 | -1.53 |
| 1 Year | 0.21 | -2.54 |
| 3 Years annualised | 5.13 | 3.37 |
| 5 Years annualised | 11.33 | 8.16 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
