Overview
Investment Policy
The subfund will primarily invest in equity-like securities of companies that can benefit from demographic changes, including, but not limited to, the following subthemes: healthcare, sports & fitness, sustainable food, emerging-market consumers, urbanization, recreation, changing consumer habits, medical innovations, wealth transfer, automation, … There are no limitations or restrictions regarding currencies, geographic regions, or other specific economic or industrial sectors or niches.
The subfund invests in stocks and other equity-like securities of companies operating in developed markets and may also invest up to 49% in companies operating in emerging markets. The subfund must hold at least 90% of its net assets in equities. The subfund may invest in derivative financial instruments, such as futures, options, and forward currency contracts, to achieve its investment objectives and hedge risks.
Target Audience
This product is intended for investors who seek to generate income and capital appreciation and have a medium- to long-term investment horizon. The investor is able to withstand losses. This product is suitable for investors with basic to advanced knowledge of and experience with the product and the markets.
Investment Objective
The sub-fund’s objective is to provide investors with long-term capital appreciation on their investment through an actively managed portfolio. This objective will be achieved by investing the sub-fund’s assets primarily in stocks and other equity-like securities of companies that can benefit from demographic changes.
Fund Structure
Fund Management
Danny Van Quaethem
Portfolio Manager
Danny Van Quaethem earned his degree as a financial analyst (ABAF). In 1997, he joined a major private bank. He worked exclusively as a financial analyst responsible for monitoring the stock markets, focusing on several sectors (pharmaceuticals, chemicals, consumer goods). Danny joined Econopolis in November 2018.
Stijn Plessers
Portfolio Manager
Stijn Plessers has 15 years of experience at KBC Asset Management, where he was responsible for managing a large credit and OTC derivatives portfolio before shifting his focus entirely to equities. In April 2023, Stijn joined Econopolis Wealth Management.
Class I: LU2719995933 (Accumulation).
Class O: LU2719996154 (Accumulation).
Class B: LU2719995693 (Distribution).
Class E: LU2719995859 (Distribution).
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
Documentation
Transparency is the foundation of our investment policy. Here you will find all the necessary legal documents, reports, and structural details regarding the Econopolis funds.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
