Regnan Sustainable Water and Waste Fund celebrates 3rd anniversary 

Date: 25 Sep 2024

Karen Jones

The Regnan Sustainable Water and Waste Fund, which invests in companies that provide solutions to global water or waste-related challenges, is celebrating its third anniversary this month.

Bertrand Lecourt and Saurabh Sharma

Managed by Bertrand Lecourt, Senior Fund Manager, and Saurabh Sharma, Fund Manager, the fund has returned 20.7% to investors since its inception.1 Notably, the fund’s strong performance placed it in the highest decile among its peers since its inception.2 

Bertrand Lecourt, Senior Fund Manager, said: “As we celebrate three years since the launch of the  Regnan Sustainable Water and Waste Fund, we’re incredibly proud of the progress we’ve made in  investing in companies that are addressing the critical global challenges related to water and waste  management. We’ve proven the fund’s value as a global diversifier in an environment where tech has  dominated the market.” 

Saurabh Sharma, Fund Manager said: “The past three years have seen periods of volatility and sector  rotations. Our fund has navigated through these challenges effectively and consistently which is a  testament to our disciplined investment process. As we look ahead, the importance of investing in  the water and waste infrastructure is more evident than ever. We remain committed to driving  positive change in the water and waste sectors, fostering sustainable economies, and delivering  consistent returns for our investors.” 

1Source: JOHCM/MSCI. Inception date: 13 September 2021. Data representative of Regnan Sustainable Water  and Waste Fund (U.K.) onshore OEIC 

2Source: Morningstar, Lipper, EAA Fund Sector Equity Water (excluding Sélection Thematics Water I) average returns sourced from Lipper. Targeted Peer Group Water Sector and not the official peer group of the fund calculated using average daily returns from each fund in the sector.

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