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VIDEO: Decalia Millennials fund manager reveals key trends to watch

In this video, Clément Maclou, portfolio manager at Decalia Asset Management, reveals the main themes and sectors driving his Decalia Millennials fund.

The fund, which launched in 2015, targets companies that will structurally benefit from the changes in consumer habits brought about by the millennial generation.

Here, he discusses the defining characteristics of the generation and which sectors have emerged in demographic-based investing.

Maclou also tells us what the biggest performance drivers have been and where he sees the best opportunities from his global investment universe going forward.

Maclou joined Decalia in 2016 and prior to that spent 11 years at CPR Asset Management (Amundi Group), co-managing the CPR Silver Age for seven years.

Over one year to the end of September, the Decalia Millennials fund has returned 17.37% in CHF terms against the broad world index, MSCI World TR USD, which when calculated in CHF terms has returned 18.60% over the same period.

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