Gardening & Socially Responsible Investing

June 26, 2018

It is a wonderful time of year to be a gardener in Minnesota!

The last frost is safely behind us, daylight stretches into the late evening, and a couple months of favorable weather is still ahead. As I look around my vegetable garden, the early tomatoes are quarter-sized, tomatillo seedlings have outgrown the threat of the three-striped potato beetle, and garlic is starting to send up its flowering scapes. You’ll see in the distance my watering barrel, although, we are fortunate to rely almost entirely on rainfall.

As members of our team recently met with AllianzGI representatives to discuss the Global Water Fund, I was reminded how lucky we are, and that much of the world cannot rely on access to clean, potable water. We thought you may enjoy hearing some key points below from our discussion on this investment tool which you own.

  • The Global Water Fund contributes to the sustainability of global water resources. Every company in the fund is selected on their ability to improve water supply, improve water efficiency or improve water quality.
  • The Global Water Fund addresses 4 of the UN’s Sustainable Development Goals (SDGs): Clean Water & Sanitation, Industry Innovation & Infrastructure, Sustainable Consumption & Production, Sustainable Cities & Communities.
  • The Global Water Fund received the highest rating from Morningstar’s* new sustainability rating – 5 Globes. This means the Fund manages its environmental, social and governance risks (ESG) in the top 10% of its peers in the Global Natural Resources Category.

The below links provide additional information on this investment tool that may interest you:

We thank you for your continued trust, and for your interest and commitment to Socially Responsible Investing! As always, we welcome your comments and questions.

The foregoing content reflects the opinions of Laurel Wealth Planning LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful or that markets will act or react as they have in the past. 

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