GIS SRI Ageing Population sub-fund is
celebrating 3 years already…

Featured Funds 24/10/2018

… AND THE BEST IS YET TO COME!

The ageing of the population is an inevitable long-term demographic trend: the number of the population aged 60 and above is growing faster than any other segment of the world population, and it is estimated that, by 2040, seniors will account for 19% of the worldwide population, compared to 12% currently*.

What is really interesting though is the sheer transformational impact on our societies and economies, such as their share of the overall wealth: the “Grey power” is a reality, with specific needs, aspirations and purchasing power.

This “Mega trend” therefore opens up some interesting opportunities to European companies, often operating internationally, that offer specific products and services for this segment of the population.

This is why, 3 years ago, this unique strategy has been launched, combining SRI (Socially Responsible Investment) screening, thematic investing on the ageing of the population and stock-picking.

The sub-fund's 3-year achievements

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Overperformance
A positive 3 year track-record, in absolute and relative terms vs. the European equity broader market, with an excess return since launch of +9.93% vs. MSCI Europe Net Total Return index that is used as an internal comparison index. **

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An attractive theme for investors, with the sub-fund’s AUM above EUR 300 m (as at end of September 2018)

SRI screening

The SRI screening, reducing some of extra-financial risks in the portfolio while positively contributing to improving companies’ behaviours, at a time when responsible investing is gaining momentum across the investment space.

We identified 3 investment pillars through which to capture these thematic opportunities:

The 3 investment pillars

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Person
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Healthcare (medical equipment, pharmaceutical companies for instance)

Pensions & Savings (asset managers, insurers,…)

Consumers (Leisure, senior homes, etc.).

RELATED INSIGHTS

PDF

Questions to the
Fund Managers

Find out more in the latest Q&A with Olivier and Giulia:

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PDF

GIS SRI Ageing Population factsheet

Find out more about the sub-fund in the latest factsheet.

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MANAGEMENT TEAM

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Olivier Cassé

Senior Fund Manager, GIS SRI Ageing Population

17 years of  industry experience

Giulia Culot

Co-Fund Manager, GIS SRI Ageing Population

8 years of  industry experience

CONTACT US

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*Source: Population Division of the Department of Economic and Social Affairs of the United Nations Secretariat, World Population Prospects: The 2015 Revision

**Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, GIS SRI Ageing Population, share class BX, data as of 28/09/2018. Start date: 16/10/2015. Past performance provides no guarantee for the future. No express or implied liability or guarantee is assumed that the future performance will correspond to the performance described above. The value of and income from fund units or sub-fund units ("Units") may rise or fall. No guarantee can be assumed that the investment objectives of the sub-fund will be achieved. The performance of and income from the Units have to be reduced by costs and taxes * Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 28/09/2018

GIS SRI Ageing Population is a sub-fund of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple sub-funds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Luxembourg S.A. who appointed Generali Investments Partners S.p.A. Società di gestione del risparmio as investment manager. The information contained in this document is only for general information on products and services provided by Generali Investments Partners S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Partners S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the sub-fund presents a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www. generali-investments.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website: www.generali-investments.com, on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website: www.generali-investments.lu, and by distributors. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche. Generali Investments is a commercial brand of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A..