Virtus Duff & Phelps Water Fund (AWTIX)

$803.16M
0.93%
Equities
Overall impact
B (77)
Shareholder advocacy
A
ESG
Environment
...
Social
...
Governance
...
Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-Israel
Anti-personnel mines
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 37
Impact
Cause AWTIX
Peer rank
Overall impact

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Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-Israel
Anti-personnel mines
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 37
Impact trend

Change in rating for overall impact

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Advocacy data
Responsible governance
B(80.0)
Advocacy activities
Not available
Proxy votes 2015-19
78.0%
Proxy votes 2020
95.0%
Proxy votes 2021
77.0%
Proxy votes rating
A(82.8)
Overall advocacy and engagement rating
A(81.4)
Info
Name
Virtus Duff & Phelps Water Fund
Symbol
AWTIX
Type
Mutual Fund
ISIN
US92838V4602
CUSIP
01900A718
Fund family
Allianz
Asset class
Equities
Category
Single Sector - Natural Resources
Total assets
$803.16M
More info
Share classes
AWTAX
Class A
AWTPX
P
AWTIX
Expense ratio
AWTAX (Class A)
1.22%
AWTPX (P)
0.00%
AWTIX
0.93%
Description
The Fund seeks attractive returns by investing in companies that specialize in water technologies to address the global water crisis: less than 1% of the earth's water is potable and global demand is rising. Actively managed and attuned to environmental, social, and governance (ESG) metrics, the Fund focuses on market leaders that look to improve water supply, efficiency, and quality.

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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