Overview

Description

The Calvert Global Water Research Index ("Index") is composed of companies that manage water use in a sustainable manner and are actively engaged in expanding access to water, improving water quality, promoting the efficient use of water, or providing solutions that address other global water challenges. The Index universe consists of companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in water-related business activities that are consistent with the Calvert Principles for Responsible Investment. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Sep 30, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALH2O
Total Return Ticker Symbol CALH2OTR

Top 10 Constituents (%)2,3 as of Sep 30, 2018

American Water Works Co Inc
Veolia Environnement SA
United Utilities Group PLC
Guangdong Investment Ltd
Aqua America Inc
Suez
Beijing Enterprises Water Group Ltd
Ferguson PLC
Pennon Group PLC
Geberit AG
Total 13.80

Performance

Historical Returns (%) as of Sep 30, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Calvert Global Water Research Index 20.52
MSCI ACWI Index1 -42.19 34.63 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97

Portfolio

Index Statistics as of Sep 30, 2018

Median Market Cap $7.0B
Average Market Cap $22.5B
Price/Earnings Ratio 19.31
Price/Book Ratio 2.82
Number of Constituents 106

Sector Breakdown (%)3 as of Sep 30, 2018

 

Index Constituents (%)4 as of Sep 30, 2018

Holding % of Index
American Water Works Co Inc 1.53%
Veolia Environnement SA 1.45%
United Utilities Group PLC 1.42%
Guangdong Investment Ltd 1.40%
Aqua America Inc 1.37%
Suez 1.35%
Beijing Enterprises Water Group Ltd 1.34%
Ferguson PLC 1.34%
Pennon Group PLC 1.32%
Geberit AG 1.30%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018