Pacific Longevity and Social Change Fund
SRI Style:
Social Style
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
27/10/2021
Last Amended:
Dialshifter (
):
Fund Size:
£49.12m
(as at: 31/12/2024)
ISIN:
IE000FIDURQ2
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager (August 2024)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives
The investment objective of the Product is to deliver long term capital growth in USD through investing primarilyin 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.
The fund aims to achieve its investment objective, by investing in equities of companies anywhere in the world that are linked to the ageing of the population and longer lifespans (known as the longevity economy).
The Investment Manager believes that investment in the longevity economy and various themes, including (1) education and wellbeing; (2) longevity consumers; (3) healthcare and (4) later living, should deliver positive returns for investors while promoting positive social development by channelling investment to companies or undertakings which either contribute in some way to longer lifespans; or do not directly contribute to longer live-spans but whose products or services contribute to or enhance the quality of life for older generations.
The Investment Manager shall have regard to ESG criteria and certain exclusionary or screening factors in identifying the most appropriate investments for the fund. The fund shall invest at least 70% of its net assets in equities and equity-related securities of companies whose products fall within the above themes.
The Fund may invest in equity securities of any market capitalisation, however, it is intended that at least 85% of the Fund will be invested in companies with market capitalisations of greater than USD 2 billion. The Fund typically invests in between 40 and 60 holdings but may hold outside those parameters from time to time.
The Fund is actively managed and does not intend to trackany benchmark nor is it constrained by any index. The Fund will reference the MSCI AC World Total Return Net for comparison purposes and for the purposes of calculating performance fees for certain share classes.
The Fund is not subject to any limitation on the portion of its net assets that may be invested in any one country or region.The Fund will not invest more than 20% of its net assets value in emerging markets.
(Source: KID, as at February 2025)
SDR Labelling:
Not eligible to use label
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
Pacific Longevity and Social Change Fund |
Social Style | Not eligible to use label | SICAV/Offshore | Global | Equity | 27/10/2021 | ||
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Fund Size: £49.12m (as at: 31/12/2024) ISIN: IE000FIDURQ2 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager (August 2024) |
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|
Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives The investment objective of the Product is to deliver long term capital growth in USD through investing primarilyin 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. The fund aims to achieve its investment objective, by investing in equities of companies anywhere in the world that are linked to the ageing of the population and longer lifespans (known as the longevity economy). The Investment Manager believes that investment in the longevity economy and various themes, including (1) education and wellbeing; (2) longevity consumers; (3) healthcare and (4) later living, should deliver positive returns for investors while promoting positive social development by channelling investment to companies or undertakings which either contribute in some way to longer lifespans; or do not directly contribute to longer live-spans but whose products or services contribute to or enhance the quality of life for older generations. The Investment Manager shall have regard to ESG criteria and certain exclusionary or screening factors in identifying the most appropriate investments for the fund. The fund shall invest at least 70% of its net assets in equities and equity-related securities of companies whose products fall within the above themes. The Fund may invest in equity securities of any market capitalisation, however, it is intended that at least 85% of the Fund will be invested in companies with market capitalisations of greater than USD 2 billion. The Fund typically invests in between 40 and 60 holdings but may hold outside those parameters from time to time. The Fund is actively managed and does not intend to trackany benchmark nor is it constrained by any index. The Fund will reference the MSCI AC World Total Return Net for comparison purposes and for the purposes of calculating performance fees for certain share classes. The Fund is not subject to any limitation on the portion of its net assets that may be invested in any one country or region.The Fund will not invest more than 20% of its net assets value in emerging markets. (Source: KID, as at February 2025)
SDR Labelling:Not eligible to use label |
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