CELEBRATING 2 YEARS TRACK RECORD OF GENERALI INVESTMENTS SICAV
SRI AGEING POPULATION

We demonstrated, over the past 2 years, that combining the ageing population theme with our SRI approach and with the alpha generated by our fund managers made a great deal of sense and delivers good performance compared to core European equity investments.

Featured Funds 23/10/2017

2 years already and getting older!

Two years ago, the Generali Investments SICAV (GIS) SRI Ageing Population sub-fund was launched, combining Generali Investments’ proprietary SRI (Social & Responsible Investing) framework with the long term demographic theme of the ageing population.

The ageing of the population is a huge challenge for societies but it also represents an enormous market and investment opportunity as seniors - the “Grey power” - hold an increasing proportion of global revenues.

As an investment theme, it presents clear opportunities for companies well positioned to benefit from this structural demographic and economic change.

To capture those opportunities, we decided to focus on 3 thematic investment pillars:
  • Healthcare, Older people require more solutions and treatments for their medical conditions
  • Pensions & Savings, Ageing population drives higher demand for life insurance and pension related products
  • Consumers, Elderly consumers push demand for specific products & services

We demonstrated, over the past 2 years, that combining the ageing population theme with our SRI approach and with the alpha generated by our fund managers made a great deal of sense and delivers good performance compared to core European equity investments.

MANAGEMENT TEAM

Person
Person

Olivier Cassé

Senior Fund Manager, GIS SRI Ageing Population

16 years of  industry experience

Giulia Culot

Co-Fund Manager, GIS SRI Ageing Population

6 years of  industry experience

RELATED INSIGHTS

PDF

Questions to the Fund Manager

Read Olivier’s views on the subfund’s investment pillars, the Healthcare sector and the benefits of our ad hoc ESG analysis.

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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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Disclaimer

1 Expected annualised growth rate, 2016-2020

* 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. Legal information concerning products, in particular the prospectus, is available from Generali Investments Europe S.p.A. Società di gestione del risparmio or on the website: www.generali-invest.com or on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website www.generali-investments.lu or by distributors. 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.

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 Europe S.p.A. Società di gestione del risparmio. The information contained in this document is only for general information on products and services provided by Generali Investments Europe 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 Europe 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-invest.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-invest.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 Europe S.p.A. Società di gestione del risparmio.