Demographics: Financial inclusion in developing economies

The structural drivers of the demographic investment theme are highly visible, predictable, and long-term. An ageing population, growing consumption, including the expansion of middle-class wealth, particularly in emerging market economies, a growing population and the trend towards responsible resource consumption all underpin the investment opportunities in this space. In the Fidelity Global Demographics Fund (Managed Fund), we look to invest in high-quality companies with sustainable credentials that will benefit from the opportunities and challenges created by these trends, building the fund around three key themes: Longer Lives, Better Lives, and More Lives.

Our portfolio managers discuss financial inclusion in developing economies and how the theme provides tailwinds for holdings in the Fund in this latest perspective.

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