Themes of the future
Healthy lifestyles, health efficiencies, innovation in the healthcare sector and the silver economy are investment areas with a future.
Healthy ageing: this is the greatest hope for the estimated more than 2 billion people who will be over 60 by 2050. Consequently, the mega-trend of an ageing population is considered to be the largest untapped market in the world. With the “Healthy Longevity” thematic fund from Swisscanto, we want to tap into this potential – for your portfolio.
Demographic trends present our society with enormous challenges – such as rising health care costs. This puts households and businesses under increasing pressure. At the same time, today’s over 65-year-old baby boomers are the most powerful consumers in history. In other words, older people can often afford more and are therefore likely to shape consumption behaviour in many industries. When selecting companies, we make sure that they know how to tackle the opportunities of the ageing population with their products and services.
We invest in companies that we believe are operating successfully. We also take into account how they perform in terms of sustainability aspects. We focus on companies that, in our opinion, offer the best solutions in the areas of healthy lifestyle, health efficiencies, healthcare innovations and the silver economy. We are confident that companies with a positive impact on a sustainability theme can offer greater growth prospects and return opportunities than the wider market.
When selecting stocks, we take into account fundamental data such as the return on invested capital (ROIC). Our objective is to invest in quality companies with a competitive business model, low debt, an attractive ESG profile and a positive return on invested capital.
This thematic fund is suitable for investors who
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