Candriam Equities L Global Demography Class C EUR Cap
Fund
ISIN LU0654531184 / Valor 13461278
NAV (2025-01-17)
EUR 355.36+1.15%
Candriam Equities L Global Demography Class C EUR Cap
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General Objective
The fund aims to achieve capital growth by investing in equities of companies well positioned to take advantage of global demographic changes in developed countries. The management team selects companies based on fundamental analysis criteria such as quality of management, growth potential, competitive advantage, value creation, and level of indebtedness.
Fund Exposure
The fund is exposed to equities of companies that benefit from demographic changes such as the growth in world population, urbanization trends, aging populations, and the rise of the "global consumer" concept. It focuses on sectors like raw materials, energy, foodstuffs, luxury goods, tourism, technologies, pharmaceuticals, biotechnology, and medical equipment. The fund also considers environmental and social characteristics in its investment decisions.
Risks
Investors should be aware of risks related to financial derivative instruments, which can amplify downward movements through leverage effects. Additionally, sustainability risks related to environmental, social, or governance factors may impact the performance and reputation of issuers in the portfolio. There is no guarantee or mechanism to protect the capital invested in the fund.