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Investing in the Protected Water Fund

Capital Security

The Protected Water Fund plc is a ten year investment with 100% Capital Protection provided by Barclays Bank plc if held to maturity. At maturity investors receive 100% of their initial investment back plus the additional benefit of potential growth achieved from the Worldwide water sector.

Barclays World Water Strategy

Barclays Capital has created an Index called the Barclays World Water Strategy which charts the performance of some of the World’s largest publicly quoted water related stocks. From over 700 companies within the investable water stock universe only a maximum of the 40 largest stocks will be considered for investment. Investing solely in large cap companies can provide the further benefit of reduced volatility.

The Barclays World Water Strategy has been specially created by Barclays Capital to invest exclusively in companies whose core business is purely water related.

Balanced Portfolio

The Protected Water Fund plc gives investors the opportunity to participate in this fast developing market through exposure to some of the largest publicly quoted pure water companies in the world. The dynamic nature of water stocks allows the product to be incorporated as an alternative asset class in part of a balanced portfolio.

Top 5 holdings

This index concentrates on companies whose activity is wholly water related. Market capitalisation for each company in this index must be over $500 million. The maximum weighting for any particular company within the Index will be 15% and the minimum holding will be 1%.

Barclays Capital will rebalance the basket of water stocks on a quarterly basis and review the components of the index annually. The basket of constituents will only include shares from established countries including USA, Canada, Australia, New Zealand, Hong Kong, Japan, Singapore, Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and UK.