Pacific Longevity and Social Change Fund
This month’s fund in focus is the Pacific Longevity and Social Change. The fund aims to deliver long term capital growth through investing primarily in equities and equity related instruments issued by companies linked to the ageing of the population and increasing life expectancy worldwide. The fund believes that global populations are ageing as life expectancies rise and fertility rates fall – and this is all 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. In our view, this theme overall is here to stay and it makes sense for investors to build an exposure to it.
Points to Note:
- The fund is classified as an Article 8 Fund which is committed to full ESG integration. It does not invest in businesses involved in activities contrary to the development of a sustainable economy.
- The fund aims to improve the length of people’s healthy life span by focusing on the whole of life wellbeing, investing in education and wellbeing, the longevity consumer, healthcare and later living.
- They believe that as the populations gets older it is vital to rethink the traditional model of the 3 stages of life with the tri-phase life gradually being replaced by a more multi-phase life pattern involving longer working lives – see graph below:
As always, you should only consider the investment views contained in this Pacific Longevity and Social Change Fund update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email justask@harvestfinancial.ie.