How a major demographic trend becomes an investment opportunity:

Generali Investments SICAV SRI Ageing Population celebrates 4
years of harvesting awards and growing assets
  • In Germany, the FNG Label 2020 by the Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen (QNG);
  • In France, the Label ISR (SRI Label), supported by the French Ministry of the Economy & Finance, for the period 2017-2020;
  • In Italy, the sub-fund ranked 2nd in the category “Equity Thematic funds” at the Italian SRI Awards 2019. SRI Awards are assigned on the basis of a proprietary quantitative model, which integrates 3 factors: MSCI ESG score; performance and risk over 3 years; governance.

Milan – The ageing of the world population is one of the most disruptive long-term trends of this century, affecting nearly all sectors of the society – from labour market and productivity to savings and consumption behavior – and thus reshaping the demand for goods and services around the seniors’ needs. When this demographic trend fuels growth in some specific sectors, interesting investment opportunities also arise.

Generali Investments SICAV (GIS) SRI Ageing Population has successfully captured for the last four years the investment opportunities offered by the ageing population mega-trend, and celebrates its fourth anniversary by posting a positive performance of +33.70% (DX Share) since inception* (to be compared to the lower  performance recorded over the same period by the MSCI Europe Net Total Return index, that is used as an internal comparison index), and passing the €600 million mark in assets under management, with a well diversified client base that includes both retail and institutional investors**.

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* Share class: DX Accumulation Shares.

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, GIS SRI ageing Population, share class DX, data as at 30 th November 2019. Start date: 16/10/2015. 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 is net of fees and taxes.

Please note that starting from July 10th 2017 the sub-fund no longer has a formal benchmark. From July 10th performance vs. MSCI Europe Net Total Return is displayed to compare the strategy’s returns to those of European equity markets over time. *

* Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, as at end of October 2019

*** For more information on these certifications, please visit: https://www.fng-siegel.org/de/https://certification.afnor.org/ and http://www.lelabelisr.fr/en/fundshttp://www.salonesri.it/awards/

**** Full company name: Generali Investments Partners S.p.A. società di Gestione del risparmio

This information is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of Generali Investments, a European leader in the asset management industry, which is the brand that identifies the following companies of the Generali Group: 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. (jointly, Generali Investments). GENERALI INVESTMENTS Generali Investments is part of the Generali Group, which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche. Generali Investments is one of the leaders in asset managementmanaging about €485 billion in assets (source: Generali Investments Partners S.p.A. Società di gestione del risparmio, as at June 30th, 2019). Its business model is based on a combination of core asset management skills with new investment philosophies and cutting-edge strategies brought by specialized boutiques all into the same platform, Generali Investments leverages on focused skillsets, longterm experience and track record, efficiency and innovation, to create enduring value for clients both inside and outside the Group. 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. Generali Investments Partners S.p.A. Società di gestione del risparmio is specialized in managing portfolios based on unconstrained strategies focusing on equity and fixed income investments, as well as innovative alternative strategies.

The sub-fund is part 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 Sycomore Asset Management as investment manager and Generali Investments Partners S.p.A. Società di gestione del risparmio as coordinator of the marketing activity. 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 subfund 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.generaliinvestments.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.. Please note that the indicated percentage represents a target, the performance is not guaranteed and the subfund presents a risk of capital loss. © 2019 – Generali Investments Partners S.p.A. Società di gestione del risparmio.