An Award-Winning Invest­ment Fund

The Tareno Global Water Solutions Fund has received multiple awards for its perfor­mance and sustaina­bi­lity achie­ve­ments. It was the first water fund to receive the FNG-Label, which it has held since 2024 with the highest rating of three stars. The FNG-Label has been awarded by the Forum Nachhal­tige Geldan­lage (Forum for Sustainable Invest­ment) since 2015. An overview of other awards can be found below.

Another Lipper Fund Award in 2026

For the second year in a row, the Tareno Global Water Solutions Fund has won the presti­gious Lipper Fund Award in the “Equity Thematic – Water” category. It outper­formed its peer group of 10 water funds in Austria and 14 water funds in France, impres­sing with consist­ently strong perfor­mance.

Tareno Water Fund wins ESG Investing Award again

For the second time, the Tareno Global Water Solutions Fund has been honored with the ESG Investing Award. In 2026, the fund prevailed over 13 other nominated strate­gies.

Tareno is “Best Wealth Manager Switz­er­land 2026”

For the seventh time, Tareno has been named Switz­er­land’s best asset manage­ment company in the presti­gious BILANZ rating. Learn more about the criteria and background to this renewed success.

FNG-Label 2019 – 2026

Our Tareno Global Water Solutions Fund has once again been awarded the FNG-Label 2026 with three stars. This marks the third conse­cu­tive time the Fund has received the highest possible rating of this respected sustaina­bi­lity label, which it has held conti­nuously since 2019.

ISR Label

Since 2023, our water thematic fund has been rated “Invest­ment Socia­le­ment Responsable”, or ISR for short, by the French Ministry of Economy and Finance. This means that the portfolio of our water fund meets an important standard for finan­cial products in France and Europe.

5‑star Morningstar Rating

The Tareno Global Water Solutions Fund has been awarded a 5‑star Morningstar Rating™ in May 2025. With a perfor­mance of +33.3% for the W EUR tranche over a three-year period, the fund is one of the best water funds on the market.

Lipper Fund Awards 2025*

Our water fund has been awarded the renowned Lipper Fund Award 2025 in the category “Equities – Thematic – Water” over a period of three years. The fund was able to prevail in its peer group of 12 active water fund strate­gies in Austria.

€uro Fund Award 2025

Tareno’s Water Fund was awarded the €uro Fund Award 2024 in the category “Equity Water Funds” with a perfor­mance of +16% (R1 EUR), outper­forming 18 compe­ti­tors consi­sting of other water funds and ETFs.

Trans­pa­rent 2018 – 2024*

The Tareno Global Water Solutions Fund is a signa­tory of the European SRI Trans­pa­rency Code, which we imple­ment through our manage­ment’s sustainable invest­ments. The Eurosif logo stands for greater trans­pa­rency in the sustainable invest­ment market and quality assurance for sustainable invest­ments.

ESG Investing Winner Awards 2023

We are delighted to have been recognized as the “Best ESG Invest­ment Fund” in the “Thematic (Natural Resources)” category. The award has been presented by an indepen­dent group of experts since 2018. It is dedicated to evalua­ting and ranking the best compa­nies in all areas of global ESG investing.

Your SRI

2021 – 2023

Morningstar Sustaina­bi­lity Rating

2022

€uro Fund Award

2019

Your SRI Trans­pa­rent

2019

Morningstar

2018

Morningstar Sustaina­bi­lity Rating

2018

Geld Magazin Alter­na­tive Invest­ments Award

2017

Geld Magazin Alter­na­tive Invest­ments Award

2016

Morningstar

2013 – 2016

Morningstar Sustaina­bi­lity Rating

2016

Lipper Fund Awards

2015

Citywire A

2014

Invest­ment Week Sustainable Invest­ment Awards

2014

Invest­ment Europe Fund Manager of the Year Awards

2014

Citywire Euro Stars

2014

S&P Capital IQ

2013

*LSEG Lipper Fund Awards, ©2025 & ©2026 LSEG. All rights reserved. Used under license.

* © 2025 & 2022 Morningstar. All rights reserved. The infor­ma­tion contained herein: (1) is proprie­tary to Morningstar and/or its content provi­ders; (2) may not be copied or distri­buted; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content provi­ders are respon­sible for any damages or losses arising from any use of this infor­ma­tion. Past perfor­mance is no guarantee of future results.

*The Tareno Global Water Solutions Fund is a signa­tory to the European Trans­pa­rency Code for Sustaina­bi­lity Funds. The Eurosif logo stands for more trans­pa­rency in the sustainable invest­ment market and the quality assurance of sustainable invest­ments.

Social and ecolo­gical factors as well as the form of corpo­rate manage­ment have a lasting effect on finan­cial perfor­mance. That is why we take the so-called ESG criteria (environ­mental, social and corpo­rate gover­nance) into account in our invest­ment strategy and have committed ourselves to the UN Princi­ples for Respon­sible Invest­ment (PRI). You can find our state­ment on the Eurosif trans­pa­rency guide­lines here.

Disclaimer: The European SRI Trans­pa­rency logo signi­fies that Tareno AG commits to provide accurate, adequate and timely infor­ma­tion to enable stake­hol­ders, in parti­cular consu­mers, to under­stand the Socially Respon­sible Invest­ment (SRI) policies and practices relating to the fund. Detailed infor­ma­tion about the European SRI Trans­pa­rency Guide­lines can be found on www.eurosif.org, and infor­ma­tion of the SRI policies and practices of the Tareno Global Water Solutions Fund can be found at: www.tareno-globalwatersolutionsfund.ch.

The Trans­pa­rency Guide­lines are managed by Eurosif, an indepen­dent organi­sa­tion. The European SRI Trans­pa­rency Logo reflects the fund manager’s commit­ment as detailed above and should not be taken as an endor­se­ment of any parti­cular company, organi­sa­tion or indivi­dual.