Investing across the rapidly growing water value chain
The world’s water resources are under considerable strain, with an increasing gap between the supply and demand of water, as well as rising concerns about water quality and the stability of water infrastructure globally.
Addressing these issues will require significant capital investment in new technologies and services, in addition to greater policy support from regulators and governments, which could benefit companies that provide environmental solutions.
The fund primarily targets companies across the fast-developing water value chain including water infrastructure, water treatment, and utilities
The fund’s flexible approach ensures broad, diversified exposure across regions, end markets, and sectors
The fund is managed by a listed equities team with over 15 years average industry experience1
Team and expertise
BNP Paribas Aqua is managed by Impax Asset Management, a long-standing investor in environmental markets and a long-term partner of BNP Paribas Asset Management. Impax has offices in Europe, Asia, and the US.
Hubert Aarts, 32 years of industry experience, and Justin Winter, 21 years of industry experience, are the lead portfolio managers. They are both based in London.
 Source: Impax Asset Management, as of 31 March 2023
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- Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This material does not constitute investment advice.
- Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).