Our philosophy and process
We have been considering themes as a key part of our ‘mosaic’ investment process since our inception in 1978. Themes seek to identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration. Themes are a critical element of our idea-generation process and, alongside evaluation of fundamentals and ESG considerations, constitute a key component of our valuation of securities.
The Future Life strategy draws upon research linked to our healthy demand and population dynamics themes. It is our view that global demographic change, specifically associated with the ageing of populations, will present growing consumer demand for innovative solutions in areas such as health care, leisure, financial services, housing and travel. The Future Life strategy seeks to invest in companies that are well placed to thrive in providing such solutions. We categorise these companies through four sub-themes: care & support, financial security, health innovation, and living better.
Our Future Life strategy is managed by a team with a wide range of backgrounds and varied experience. The portfolio management team is supported by experienced industry, credit and responsible investment analysts. Our investment professionals work as part of a single investment team, which promotes perspective on the investment landscape, strong idea generation and the swift implementation of investment ideas.
- The strategy aims to achieve long-term capital growth by predominantly gaining exposure to companies located worldwide that are expected to benefit from the investment opportunities associated with the ageing of the global population and the changes this will drive in consumer demand for products and services.
- MSCI AC World NDR
Typical number of equity holdings
- Below £200m
- January 2021
More detail on the strategy’s investment approach.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.