Demography, the theme of tomorrow

Invest in the themes of tomorrow

"We only invest in companies that benefit from the effects of the four investment themes mentioned below, and remain committed to our leitmotif: themes rooted in reality".

Alex Araujo, Fund Manager

Why thematic investing?

Four major themes currently dominate the changing world we live in: demographic change, the need to address environmental challenges, the expansion and renewal of infrastructure and technological innovations. Every day, every individual is affected. Our goal is to exploit the long-term opportunities arising from these thematic trends in a disciplined manner. 

The fund focuses on four main themes: demographics, environment, infrastructure and innovation. Each of these four themes is divided into two sub-themes.

Please note that the value of the fund's assets may fluctuate, causing the net asset value of the fund to fall or rise. You may not get back the amount originally invested.

Demography

Demographic change is ongoing. As the population ages, people's needs change. Another trend is urbanisation, i.e. the shift in the population to towns and cities worldwide. On the one hand, we are focusing on solutions for the ageing population and the trend towards a healthier and smarter life. On the other hand, we are targeting companies that meet the demand of modern consumers and benefit from global urbanisation.

Where do we invest?

Shimano

The Japanese company is a leading international manufacturer of bicycle parts and benefits from the trend towards a healthier lifestyle. In addition to bicycle parts, Shimano also develops e-bike systems, offering mobility solutions to the changing habits of modern urban dwellers.

Example of portfolio company (as of 31 March 2022).

For more information on the financial terms used on this page, see the glossary.

The views expressed in this document should not be taken as a recommendation, advice or forecast.