Generali Investments SICAV (GIS)
SRI Ageing Population sub-fund:
4 years of harvesting awards and growing assets
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 2045, 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, the idea came to create this unique strategy, combining SRI (Socially Responsible Investment) screening, thematic investing on the ageing of the population and stock-picking.
THE ECONOMIC AND FINANCIAL IMPACT OF DEMOGRAPHICS
Ageing is a global phenomenon of unprecedented magnitude and speed. It will exacerbate the pressure on public welfare systems and can contribute to a higher political uncertainty.
THE SUB-FUND'S ACHIEVEMENTS
GIS SRI Aging Population was awarded the German FNG Label 2020 and the French “Label ISR” (SRI Label), supported by the French Ministry of the Economy & Finance for the period 2017-2020. The sub-fund was also awarded the new Belgian “Towards Sustainability” Label in November 2019 and ranked 2° in the category “Equity Thematic funds” at the Italian SRI Awards 2019.**
We identified 3 investment pillars through which to capture these thematic opportunities:
THE 3 INVESTMENT PILLARS
Healthcare (medical equipment, pharmaceutical companies for instance)
Pensions & Savings (asset managers, insurers,…)
Senior Fund Manager, GIS SRI Ageing Population
19 years of industry experience
Co-Fund Manager, GIS SRI Ageing Population
10 years of industry experience
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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
**The subfund GIS SRI Aging Population has been awarded the FNG Label 2019 by the Forum Nachhaltige Geldanlagen e.V. (FNG) and the „Label ISR“ (SRI Label) of the French agency AFNOR in March 2017 for a period of 3 years. The Towards Sustainability Label: the Belgian quality standard aims to increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. The label aims to instill trust and reassure potential investors that the financial product is managed with sustainability in mind and is not exposed to very unsustainable practices. The subfund also ranked 2° in the category “Equity Thematic funds” at the Italian SRI Awards 2019. The 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 More information on the labels and the methodologies can be found on the respective websites:https://www.fng-siegel.org/de/, https://certification.afnor.org/, https://www.towardssustainability.be/en and http://www.salonesri.it/awards/
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 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..
***The management of GIS SRI Ageing Population has been transferred to Sycomore AM the 2nd of March 2020.