GIS Sycomore Ageing Population

Ageing of the population: growth & investment opportunity

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The longevity economy, an untapped megatrend

Grey Power is a reality. By 2050, the number of people over 60 will have doubled. The world's population is not just ageing. She is living longer and looking to improve her quality of life. A major change that is redefining the market.

At Generali Investments, we want to support this trend through our investment strategy in the ageing of the population.

The golden age: How to invest in the theme of longevity?

GIS Sycomore Ageing Population, launched in 2015, is ideally positioned to seize the opportunities associated with the ageing of the global population. Giulia Culot, portfolio manager and Head of Social Strategy at Sycomore Asset Management, part of the Generali Investments platform, explains how increasing life expectancy is transforming our society and our economy, from health to wealth management, and offers an environment conducive to new investment opportunities.

Fund management team

Francois Gobron

Guilia Culot

Portfolio Manager and Head of Social Strategy

CIIA, CESGA

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Olivier Cassé

Portfolio Manager and Head of Core European Equity Strategies

CFA

All fees and risks are detailed in the Prospectus and Key Information Document (DIC), available online by clicking on the dedicated Fund page, linked here below:

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Sycomore Asset Management

  • A pioneer in the ESG-oriented approach in Europe and an active contributor to its development, Sycomore offers sustainable investments at the forefront of the sector.

  • The company focuses on human capital as the main lever for generating high-conviction investment ideas.

  • Its approach to responsible investing is based on a unique and exclusive ESG research methodology.

Important Information

This advertising communication relates to Generali Investments SICAV, a variable capital investment company (SICAV) under Luxembourg law on 17 December 2010, qualified as a collective investment in transferable securities (UCITS) and its Sycomore Ageing Population Sub-Fund, collectively referred to as (“the Fund”). This advertising communication is intended for investors in countries where the Fund is registered for distribution and is not intended for American persons as defined by Regulation S of the United States Securities Act of 1933, as amended.

This document is published by Generali Asset Management S.p.A. Società di gestione del risparmio and Generali Investments Luxembourg S.A. Generali Investments Luxembourg S.A. is authorized as a UCITS Management Company and Alternative Investment Fund Manager (AIFM) in Luxembourg, regulated by the Commission de Surveillance du Secteur Financier (CSSF) - CSSF code: S00000988 - LEI: 222100FSOM H054LBKJL62.Generali Asset Management S.p.A. Società di gestione del risparmio is authorized as Italian asset management company, regulated by the Bank of Italy and appointed as a promoter of the marketing of the Fund in the EU/EEA countries where the Fund is registered for distribution (Via Niccolò Machiavelli 4, Trieste, 34132, Italy, 34132, Italy — C.M. n. n. 15376 - LEI:549300LKCLUOHU2BK025).

Before making any investment decision, investors should read the Prospectus, its SFDR Annex and the Key Information Document (“DIC”). The DICs are available in one of the official languages of the EU/EEA country, where the Fund is registered for distribution, and the prospectus/its SFDR Annex are available in English (not in French), as well as the annual reports and half-yearly reports on the website www.generali-investments.lu or on free request from Generali Investments Luxembourg SA, 4 Rue Jean Monnet, L-2180 Luxembourg, Grand Duchy of Luxembourg, at the email address: GilfundInfo @generali invest.com. The Management Company may decide at any time to end the marketing of a Fund in a country. A summary of your investor rights and information on accessing EU-wide collective redress mechanisms in the event of a dispute (in English or in an authorized language) is available on the website www.generali-investments.lu in the “About us/Generali Investments Luxembourg” section. A summary of SFDR product information (in English or an authorized language) is available on the Fund page of the website in the “Sustainability Information” section.

This advertising communication does not constitute investment advice, tax, accounting, professional or legal advice and does not constitute an offer to buy or sell the Fund or any other security presented. Any opinions or forecasts provided are as of the date indicated, are subject to change without notice, may not be fulfilled, and do not constitute an investment recommendation or offer. Past or targeted performance does not predict future returns. There is no guarantee that positive forecasts will be made in the future. The value of an investment and any income that comes from it can fall as well as increase and you may not get back the full amount you originally invested. Future performances are subject to taxation that depends on the personal situation of each investor and may change in the future. Please contact your tax advisor in your country to understand how your returns will be affected by taxes. The existence of registration or approval does not mean that a regulator has determined that these products are suitable for investors. It is recommended that you carefully review the investment conditions and obtain professional, legal, financial and tax advice if necessary before making the decision to invest in a Fund. The management company may decide to end the arrangements made for the marketing of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC.

Generali Investments is a registered trademark of Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. - Sources (unless otherwise stated): Generali Asset Management S.p.A. Società di gestione del risparmio - This document may not be reproduced (in whole or in part), distributed, modified or used without prior written permission.

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© Generali Investments, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries (Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC, MGG Investment Group LP) as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).