Single Manager Solutions:
Longevity & Social Change
Secular tailwinds presenting compelling investment opportunities
The Pacific Longevity & Social Change Fund utilises an unconstrained multi cap approach, investing thematically in the Longevity economy, driven by fundamental stock selection across developed and emerging markets.
The Fund identifies companies with above-average growth prospects, focusing on secular multi-year Longevity & Social Change themes with proven commercial viability, with the S in ‘ESG’ at its core. As an Article 8 fund the portfolio team are committed to promoting ESG characteristics.
As an Article 8 fund the portfolio team are committed to promoting ESG characteristics. Championing companies with quality management and good governance, which promote longer living and positive changes for society. They utilise top-down ESG scoring, exclusion and filtering whilst using proprietary bottom-up research, voting and engagement.
The fund champions companies with quality management and good governance, which promote longer living and positive changes for society now and in the future
Using top-down, industry leading ESG scoring from TruValue Labs to filter investable universe and assess ESG characteristics of all holdings
The fund does not invest in businesses involved in activities contrary to the development of a sustainable economy ie Fossil fuels, Iron & Steel production and armament
LONGEVITY AND DEMOGRAPHIC CHANGE A KEY ISSUE FACING SOCIETY TODAY
Global populations are ageing as life expectancies rise and fertility rates fall, this global transition is happening much faster than people think. Companies, governments and individuals must adapt to the evolving needs and preferences of this rapidly expanding pool of consumers.
Economically, ageing is usually perceived as overwhelmingly negative, however a positive focus on healthy, ‘whole of life’ wellbeing and the 65+ cohort accounting for most of the wealth in many nations has resulted in compelling long-term opportunities for multiple market sectors.
The Pacific Longevity and Social Change Fund seeks to capitalise on these structural growth trends and shifting demographics by identifying themes, sub-themes and companies which are already investable, with proven commercial viability who are set to benefit from this secular long-term investment opportunity.
2018 was first time in history that the global number of adults aged 65+ outnumbered children <5
Selecting themes with proven commercial viability
- Life-long learning
- Modifying unhealthy behaviours with more active and healthier lifestyles
- Preventing disease through vaccinations digital diagnostics, screening and monitoring
- Growing population with high spending capacity
- Focuses on multiple sectors such as; leisure activities, travel, beauty, financial planning and companionship
- Treatment of age-related chronic disease: i.e. heart attack/stroke, cancer, diabetes, dementia, arthritis
- Regenerative medicine and replacement of body parts due to wear and tear
- Improve supply of doctors and nurses plus care facilities
- Growing need for health insurance and funeral
Speak to a member of the client team to find out more:
Head of UK Wholesale