Nordic asset manager Swedbank Robur has launched an actively managed global equity fund targeting long-term structural opportunities across the food and water sectors.
The Swedbank Robur Food and Water fund will invest in 50 to 70 companies across the entire value chain, spanning precision agriculture and water treatment to logistics and waste management.
Linnea Zanetti, portfolio manager of Swedbank Robur food and water, said: “Today, a large share of the world’s population lacks access to healthy food, while water stress is creating challenges for both people and businesses.
“The investment gap is significant, and for water infrastructure alone it is estimated at €6.5trn through 2040. This highlights the scale of the challenges, but also the opportunities for companies that can contribute to the transition.”
Pia Haak, CIO at Swedbank Robur, said: “We are very pleased to broaden our offering with another investment theme driven by long-term structural changes in society. Population growth, urbanisation and changing consumption patterns are affecting demand for food and water, while climate change and limited resources are accelerating the need for transformation.
“Within this transition, we see opportunities for companies that can develop the solutions we need.”
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