Aging of America Base Index

The Aging of America portfolio provides systematic targeted exposure to firms across key industry segments we believe stand to benefit from (i) the demand for treatments and therapies due to a fast-growing senior population, (ii) increased government spending on healthcare programs, and (iii) the rise in demand for assisted living facilities.

Top Constituents

As of September 29, 2017

Company NameSegmentsTicker
Johnson & JohnsonOrthopedic CareJNJ
Amgen IncCancer TreatmentAMGN
Celgene CorpCancer TreatmentCELG
Novartis Ag-AdrCancer TreatmentNVS
Unitedhealth Group IncMedicare InsurersUNH
Abbvie IncOrthopedic CareABBV
Novo-Nordisk A/S-Spons AdrDiabetes CareNVO
Bristol-Myers Squibb CoCancer TreatmentBMY
Pfizer IncCardiovascular CarePFE
Astrazeneca Plc-Spons AdrCardiovascular CareAZN

An investment in the companies identified by the Aging of America theme or in financial products linked to such theme should only be made after a review of such companies or products, including a review of the risks associated with such companies or products.

Index Return

Aging of America Index

Base Date: June 1, 2016, return data prior to June 1, 2016 for the Index is based on hypothetical performance data derived using the Index rules as of June 1, 2016, but applied retroactively using historical stock and money market position levels. You should not take the hypothetical return data of the Index as an indication of the future performance of the Index. Past performance is no guarantee of future results and may be lower or higher than current performance. Investing in financial products involves risks to be considered prior to making any investment decision. An investment in a financial product linked to the Index should only be made after a review of companies included in the Index and such financial product linked to the Index, including a review of the risks associated with such companies or product. Past performance is no guarantee of future results.

Related Indexes

Get in touch with Motif Capital