Pacific Longevity and Social Change R1 GBP Acc
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General Objective
The fund aims to deliver long-term capital growth in USD through investing primarily in equities and equity-related instruments issued by companies linked to the ageing of the population and increasing life expectancy worldwide, while also incorporating Environmental, Social, and Governance criteria (ESG) into the investment process.
Fund Exposure
The fund is exposed to companies worldwide that are linked to the ageing of the population and longer lifespans, focusing on themes such as education and wellbeing, longevity consumers, healthcare, and later living. It invests at least 70% of its net assets in equities and equity-related securities of companies within these themes, with a preference for companies with market capitalizations of greater than USD 2 billion.
Risks
Investors in this fund should be willing to take on a medium level of risk of loss of their original capital in order to potentially achieve higher returns. The fund may invest up to 20% of its net assets in emerging markets and may use financial derivative instruments for efficient portfolio management purposes.