Tareno Global Water Solutions Fund receives 5-star Morningstar rating

Tareno Water Fund: Successful through an active approach

Despite volatile markets, Tareno’s water fund impresses with its disciplined investment process. Fund manager Stefan Schütz says: “In addition to the Lipper FundAward and the top score from the FN-label, which emphasises our sustainability, we are delighted with this further recognition. Our fundamental approach with a focus on quality, sustainability and long-term growth has proven its worth, especially in challenging times.”

The fund invests worldwide in shares of companies that are committed to the sustainable use of water as a resource. The strategy is a useful addition to traditional equity portfolios and offers broad diversification with attractive potential returns.

A key advantage: with a fund volume of around EUR 200 million, our fund remains lean and flexible. This means that promising small and mid caps can be added to the portfolio in a targeted manner – a decisive difference to many large water funds, which are heavily reliant on large caps and lose agility. This opens up potential for additional outperformance.

Accessibility for private and institutional investors

The fund is available in CHF, EUR and USD and offers unit classes for both private and institutional investors. An investment is possible from a minimum investment of EUR 1. You can find an overview of all available tranches here:

Share Classes & Documents

About Morningstar

Morningstar is a leading international financial analysis company. The star rating provides a comprehensible and data-based assessment of fund quality within a category. In addition to performance, it also takes into account key risk figures and fund costs. The distribution is as follows:

• 5 stars: Top 10 %
• 4 stars: Next 22.5
• 3 stars: Average 35 %
• 2 stars: The following 22.5 %
• 1 star: Weakest 10 %