Invest in firms that cater to the growing segment of seniors and retirees living with chronic conditions

Index return

Aging of America Base 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.

Supporting documents

Top constituents

As of July 31, 2019

Company NameInnovationTicker
JOHNSON & JOHNSON
Orthopedic Care
Orthopedic CareJNJ UN Equity
UNITEDHEALTH GROUP INC
Medicare Insurers
Medicare InsurersUNH UN Equity
NOVARTIS AG-ADR
Cancer Treatment
Cancer TreatmentNVS UN Equity
AMGEN INC
Cancer Treatment
Cancer TreatmentAMGN UW Equity
ASTRAZENECA PLC-SPONS ADR
Cardiovascular Care
Cardiovascular CareAZN UN Equity
PFIZER INC
Cardiovascular Care
Cardiovascular CarePFE UN Equity
BRISTOL-MYERS SQUIBB CO
Cancer Treatment
Cancer TreatmentBMY UN Equity
CELGENE CORP
Cancer Treatment
Cancer TreatmentCELG UW Equity
ABBVIE INC
Orthopedic Care
Orthopedic CareABBV UN Equity
MEDTRONIC PLC
Cardiovascular Care
Cardiovascular CareMDT UN Equity

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 details

This index provides exposure to stocks of certain companies concentrated in the healthcare and real estate sectors that may benefit from the long-term demographic shift towards an older population in the United States

 

Related indexes

Get in touch

Learn more about the Aging of America Base Index

The name field cannot be empty

Please enter a valid email address


All Motif portfolios and investing models are developed through Motif Capital Management. Motif Thematic Portfolios, Motif Impact Portfolios are made available through Motif. Goldman Sachs Motif Structured Notes, Separately Managed Accounts are based on indices and portfolios built and managed by Motif Capital Management.

Motif Capital may only transact business in those jurisdictions where it is registered. Any communication with prospective clients residing in locations where Motif is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. The purpose of the website is to provide information, products, and services and should not be considered investment advice, recommendation, or a solicitation to buy or sell any particular securities. Past performance does not guarantee future performance. The strategies and/or investments referenced are provided for informational purposes only and may not be suitable for all investors as the appropriateness of particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to additional important information by clicking on the Form ADV.

Motif Capital Management, Inc., is an SEC-registered investment adviser and a separate, wholly-owned subsidiary of Motif Investing, Inc., a registered broker-dealer and member SIPC.

Member: FINRA | SIPC
Terms of Use Business Continuity Business Rule 606 Privacy Policy
©2019 Motif Investing, Inc. All rights reserved. Build Id: Master.320