We are what we eat: eat better to live better.
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Consumers are changing their habits: they're becoming more conscious of their diet.And they're increasingly demanding healthier and more eco-friendly products.
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One industry has shown that it's geared up to meet a new demand.Companies with advantageous positions in their sector have demonstrated a natural ability to anticipate the changes in consumer preferences.
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This is a mature sector, unaffected by cycles: foodstuffs.Nutrition is part of the food industry and, as such, is one of the drivers of social and environmental changes.
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This represents an opportunity to invest in a trend with structural changes worldwide.But it's also a way to be part of the transition to a more sustainable world.
Lower growth risk factors
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Social forces.The radical change in the nutritional habits of a society that seeks a healthy and balanced diet.
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Economic forces.A new range of consumer experiences, such as home delivery, ready-made food services, the appearance of spaces for shopping from your car and the reinterpretation of traditional markets, will change our shopping habits.
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New production models.The technological revolution has also affected food production through the development of new processes to improve the end quality of the product.
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Plus the aforementioned regulatory forces.New regulations that favour food production under sustainability criteria.
Some figures to illustrate the nutrition trend:
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Mobile applications for food delivery.The global market for mobile food delivery apps is estimated to reach 20.74 billion dollars in 2026.
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Meat substitutes.In Europe, the meat substitutes market will reach an estimated value of 3.88 billion dollars in 2026, driven by the growing demand for plant-based alternatives.
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The transformative power of legislation.In the United Kingdom, the tax on sugary drinks has proven effective, achieving significant reductions in sugar consumption.
Our investment proposal covers all activities that are part of the food sector, from the agricultural value chain to packaging, processing, distribution, technology, food grade chemicals, producers and, of course, without forgetting the source: seeds:
- Companies with an active commitment to the search for sustainability that, from their activity, participate and are committed to environmentally responsible development.
- Companies that use new technologies for marketing and distribution: home delivery companies or, for example, companies that provide discounts for customers, but always from a nutritional point of view.
What do the experts think?
- The UN estimates that a shift to healthy diets around the world would help control the rise in hunger, while also leading to huge savings. A change that would make it possible to almost completely offset the health costs associated with unhealthy eating, which is estimated to reach USD 1.3 trillion per year in 2030.
- According to Pictet, malnutrition, poor diet and obesity are costing millions of dollars in healthcare costs and lost productivity worldwide.
Today is a good day to start investing through thematic ETFs1 focused on the main corporates in the nutrition sector.
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SEE SUMMARY IN ENGLISH OF THE INVESTOR RIGHTS OF THE Pictet - Nutrition - P EUR FUND
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SEE SUMMARY IN ENGLISH OF THE INVESTOR RIGHTS OF THE ROBECO HEALTHY LIVING EQUITIES FUND
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SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE BANKINTER PLATEA MEGATENDENCIAS FUND
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https://am.pictet/es/spain The Key Investor Information Document and the prospectus are available on the website of the investment managers: Bankinter.com; [Robeco España | Pure wealth management (https://www.robeco.com/es-es/), Pictet AM Spain - Pictet Asset Management.
For more information about this product, please refer to the websites of the investment managers: Bankinter.com; [Robeco España | Pure wealth management (https://www.robeco.com/es-es/), Pictet AM Spain - Pictet Asset Management. -
This is an advertising communication. Please refer to the UCITS prospectus and key investor information document before making a final investment decision. The fund managers may decide to stop marketing the funds in the situations provided for in applicable legislation, in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.
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The Pictet - Nutrition - P EUR Fund is a sub-fund of Pictet AM, authorised in Luxembourg, regulated by the Commissión de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 194.
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The ROBECO HEALTHY LIVING EQUITIES Fund is a sub-fund of Robeco Capital Growth Funds, a SICAV authorised in Luxembourg, regulated by the Autoriteit Financiële Markten and registered with the CNMV under number 254.
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The BANKINTER PLATEA MEGATENDENCIAS fund is a fund from Bankinter Gestión de Activos, S.A., SGIIC authorised in Spain and regulated by the CNMV, with which it is registered as number 5408.
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The CIS promotes environmental, social and governance (ESG) criteria under Article 8 of Regulation (EU) 2019/2088 on the disclosure of information related to sustainability in the financial services sector, also known by the English acronym SFDR, and is subject to sustainability risk, as defined in the risk profile. Decisions to invest in this fund must consider all of the characteristics and objectives of the fund.
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See information on aspects related to sustainability: [Responsible investing | Pictet|https://www.pictet.com/es/es/una-vision-responsable/inversion-responsable,] [Sustainable investing | Robeco España|https://www.robeco.com/es-es/sostenibilidad]; Sustainability Plan | Bankinter Corporate Website