the silver economy, a golden opportunity.

Did you know that…

“62 is the average age of a Mercedes S class buyer¹ …

“… a woman in her 50’s spends 3 times as much on cosmetics as one in her 20’s2

“… people over the age of 60 consume pharmaceuticals at 2.7 times the rate of people under the age of 60? 3” 


Golden Age Strategy Global Equities


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A global equity strategy that taps into one of the most powerful global trends

The fast-growing and increasingly-wealthy “silver” generation presents a compelling investment opportunity, in our view.

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We believe firms that successfully cater for this generation have the potential to outperform by delivering above-market growth rates and excess economic returns4.

LO Funds-Golden Age is an actively managed, long-only and high-conviction global equity strategy that seeks to benefit from the structural growth trend of an ageing population.


Why invest in this Fund?

  • Taps into a powerful global trend – the fund invests in companies deriving a significant portion of their revenues from the ageing population demographic
  • A carefully constructed portfolio – the investment team builds a portfolio based on a thorough bottom-up financial analysis of companies while observing strict risk-management rules. The result is a concentrated portfolio of around 50-70 stocks
  • A focus on sustainable growth – the investment team seeks to identify firms with the potential to generate sustainable above-market growth; firms that they believe offer the best long-term opportunities for investors within this theme
  • A highly-experienced team of specialists: the managers have more than 40 years of investment experience combined and are specialists in the sectors most relevant to this field.

1Citywire rating as at October 2017 Source : USA Today, American buyers.
2 Research from financial group Evercore ISI.
3 Presentation by American private label over-the-counter pharmaceutical company Perrigo.
4 Companies making profits that comfortably exceed their cost of financing.