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Ideas on quality inv. trusts (or equities) to benefit from the aging UK demographic?
Jeremy Bosk
Posted: 23 January 2013 19:41:52(UTC)
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This popped up as a question from Tony Ryan as a comment to a news article on investment trusts.

My answer is:

Look for anything with health care (or healthcare) in the title - nursing homes, builders of doctors' surgeries (older usually means sicker).

Look for any manufacturer of replacement hips, knees and other joints.

Cruises and gentle activity holidays, hotels.

Cheap leisure activities - bingo, amusement arcades, bookies. NB not all old people are poor.

Bus companies - more and more people are becoming very old and giving up their cars. Those who currently misgovern us have promised not to scrap bus passes.

Dignity (funeral directors) - the death rate will not climb unless benefit cuts really do bite hard but older people have the time to think about death and seem to want to go out in style.

If you don't know how to find such companies, try Digitallook.com or the London Stock Exchange which have search facilities and categorise companies by sector.

Micawber
Posted: 05 February 2013 10:01:53(UTC)
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Just spotted this one in a Morningstar article: http://www.morningstar.c...ent-Trusts-in-2012.aspx:
"Economic Lifestyle Property Trust (EPL), which also returned almost 129%. EPL holds a portfolio of properties suitable for retirement living throughout the UK."

edit: But a quick look leaves a lot of questions (large bid-offer spread, few trades, jerky history)
Jeremy Bosk
Posted: 05 February 2013 10:34:05(UTC)
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Excellent. Now, how do you spot THIS year's winners? :-)

Micawber
Posted: 06 February 2013 10:54:15(UTC)
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LOL I wish I knew! But the OP asked for info on what ideas there were for IT investing in the ageing demographic, and if anything, this thread shows that there are few options for anything specific.

I won't be buying Economic Lifestyle Property, but noting that McCarthy & Stone have been advertising lately, and that they are reportedly looking to float again, the 'retirement property' theme might throw up another proposition there.

Any others, Jeremy?

Jeremy Bosk
Posted: 07 February 2013 02:14:31(UTC)
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Brown (N) Group PLC
which primarily runs web sites and catalogues offering clothes for older and larger people. The old are getting fatter just like the rest of society.

Mobility scooters and powered wheelchairs? The prices are extortionate so someone is making a bundle. Here is a list of common brands:

Mobility Scooters etcetera

I have no idea who manufactures them but Google will doubtless assist.

Thermal underwear and fashion for old people and those who stand around in the cold including apparently Coronation Street stars:

Damartex Damartex SAALDAR:PAR

You can buy French shares via most brokers these days, although their web site is French only, so reading the reports might be "un peu difficile". There is an English Wikipedia entry.

Saga Group is owned by Charterhouse, a private equity group that also owns the AA. So unquoted.

Coach companies are all either private or subsidiaries of the big companies such as First Group and Stagecoach.



Micawber
Posted: 07 February 2013 12:55:19(UTC)
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..then there's Smith & Nephew (includes orthopaedic) , results today and a buy with several brokers.

The list is growing...
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