Geneva-based investment management company Decalia has launched its first equity investment fund dedicated to the circular economy. After launching Decalia Millennials & Decalia Silver Generation, Decalia continues to develop strategies focusing on changes in Consumer trends.
The fund is managed by the team focusing on changes in Consumer Trends led by Clément Maclou. The fund, which is a sub-fund of the Luxembourg Sicav Ucits Decalia, is currently reserved for qualified investors but will shortly be registered in Switzerland and several European countries.
The circular economy looks at all the options across the value chain. It makes it possible to break out of this deadlock by designing from the outset products that are easy to dismantle and recycle after use and by giving preference to rental and the right to use rather than ownership, while relying on renewable energies. Initiated about ten years ago, this movement has now reached the public at large and should become a major trend over the coming decades. Indeed, it offers many benefits in terms of environmental impact, resource-saving, cost-cutting and economic growth (+7% of GDP in 2030). This major change in our economic and cultural model will foster the emergence of new business models and create substantial opportunities for the companies able to respond to this trend.
“After many months’ work, our team of analysts developed a strategy whose results appear to be very conclusive. Indeed, with a gain of +74.9% between February 2015 and April 2018 compared to +29.4% for the MSCI World index, this investment universe has outperformed significantly and thus confirms the benefits of this theme”, said Rodolfo De Benedetti, partner and head of Product Strategy Development at Decalia.