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NEI Investments launches NEI Generational Leaders Fund


NEI Investments has launched the NEI Generational Leaders Fund, which will be sub-advised by Amundi Asset Management through its wholly owned subsidiary CPR Asset Management.

The fund seeks to achieve long-term capital growth by investing globally in investments that can benefit from rapidly ageing populations.
These growing populations of the future/young pensioners (65-80) and elderly (80+) provide a unique generational investment opportunity in the areas of wealth, longevity, lifestyle and personal care – known as generational markets.
With the population of 60-plus anticipated to more than double by 2050 and 80-plus to more than triple, this growing senior generation is an irreversible trend that many companies have identified as a lasting growth opportunity. 
"In the financial industry we talk all the time about the growing demographic of retirees and their need for income solutions and cash flow to support those retirement years," says John Kearns of NEI Investments. "In simple terms, this fund focuses on what this group does with that cash flow – seeking out companies well positioned to provide their product and service needs. What I find most interesting about this solution is that, while the senior generation can self-identify with it, the investment opportunity is not limited to them – investors of all ages can participate in this high growth mega trend."
The introduction of this thematic fund follows the launch of the NEI Environmental Leaders Fund in January.
"With these types of forward looking funds, it's not enough to just invest in companies that happen to be in those key sectors. Success requires a certain amount of diligence to find those companies who understand the opportunity at hand and are managed to succeed both today and well into the future," says Kearns.

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