Update: iShares Global Water UCITS ETF

Der ETF umfasst Versorger und Industrieunternehmen mit einem signifikanten Exposure im Wassergeschäft. Obwohl der Index „Global“ ist, bilden Industrienationen den Kern. Insbesondere die USA mit einer Gewichtung von 40% im ETF vertreten.

Kenneth Lamont 11.03.2016

Rolle im Portfolio

The iShares S&P Global Water UCITS ETF provides exposure to 50 of the largest companies globally that are involved in water-related businesses.

The reference index is divided between regulated water utility companies and diverse industrial firms that have significant revenues generated from businesses related to water (for example, Pentair, a major manufacturer of water pumps and filters). The index's weighting scheme places a greater emphasis on firms whose primary focus is water-related business rather than the magnitude of water-related revenues. Therefore, many of the water industry's largest players--such as General Electric GE and Siemens SI--are not considered for inclusion in the index because their other business activities eclipse the relative importance of their water-related revenues. On account of these exclusions, it can be argued that investing in this fund provides incomplete exposure to the overall water industry.

This exchange-traded fund, given its narrow sector focus, would be best deployed as a satellite holding to complement an already well-diversified portfolio for those whose investment thesis is grounded in the need for upgrading and expanding global water infrastructure.

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Über den Autor

Kenneth Lamont  ist Fondsanalyst bei Morningstar.

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