Milltrust’s investment platforms host a number of the world’s leading country and regional emerging markets asset managers from the developing world. Operating within a unique, regulated environment, these asset managers provide investors with a safe, transparent, and liquid custodial platform. The Milltrust range of funds – encompassing China, India, ASEAN, South Korea, Eurasia, Africa, and Brazil – serves as the building blocks for a truly Global Emerging Markets offering. Investors have the flexibility to engage with these markets on a stand-alone basis or through Milltrust’s discretionary-managed Global Emerging Markets Fund, unlocking a spectrum of investment opportunities in some of the most dynamic economies globally, underpinned by a unique, regulated environment ensuring transparency, liquidity, and safety.
Global Emerging Markets (GEMS)
The Milltrust Global Emerging Markets (GEMS) Fund is a multi-specialist fund that invests in a limited portfolio of regulated emerging markets equity funds. It combines Milltrust’s proprietary quantitative modelling techniques and qualitative analysis to establish the geographical allocation between the different regional investment teams that make up the emerging markets index.
Access to dedicated funds targeting key emerging markets regions, allowing for focused or diversified engagement as per your investment strategy.
Our investment approach favours teams with on-ground presence, ensuring direct access to extensive networks including industry leaders and government officials in the respective markets.
Investment opportunities are identified through meticulous bottom-up research, leveraging company visits and management interactions, allowing for informed decision-making and potential alpha generation.
Aiming for a high conviction portfolio of best ideas securities across the developing world to seek strong risk-adjusted returns across market cycles.
Unique Multi-Specialist Approach
Combining local alpha generation with proprietary country allocation modelling to seek to overweight potential winners.
Adaptable structures to accommodate diverse client requirements including risk tolerance and geographical preferences.
Professional investors are invited to delve deeper into our Emerging Markets Funds and discover how Milltrust’s unique approach aims to unlock value in the vibrant markets of the developing world.
At Milltrust, Sustainable Prosperity is a defining ethos, particularly in combating climate change. Our Climate Impact Asia Fund embodies this commitment, catalysing sustainable technology innovations in the Asia-Pacific region to balance economic growth with environmental stewardship.
Engage with innovative enterprises dedicated to climate resilience and carbon neutrality in the critical Asia-Pacific region.
Collaborate with companies leading in renewable energy, sustainable construction, and environmental services.
Exclusively available to professional investors who share our vision of a sustainable, low-carbon economy.
Support the momentum of renewable energy advancements in Asia, contributing to a greener tomorrow.
Invest in the sustainable transformation of urban waste management and environmental services.
Back the expansion of electric mobility and low-carbon transport solutions.
Address Asia’s water scarcity issues through sustainable consumption and innovative water management solutions.
Encourage smarter energy use in urban infrastructures, promoting green buildings
Support the development of energy efficiency technologies, contributing to reduced emissions and a path to carbon neutrality.
Multiple-award winning fund (2020, 2021, 2022, and 2023) including Best ESG Equities Fund, Best ESG Performance, Best ESG Methodology, Environmental Fund of the Year, and Impact Initiative of the Year. For a full list of awards, click here.
Professional investors are invited to explore the Climate Impact Asia Fund and discover how we are fostering responsible innovations in the heart of Asia’s climate solutions landscape.
Building upon the success of The British Innovation Fund I, the British Innovation Fund II continues to invest in high-potential companies emerging from the rich ecosystem of University Venturing. With a keen focus on agri-tech, the future of healthcare, climate impact, and alternative protein sectors, the fund is dedicated to supporting ventures where incontrovertible science forms the bedrock of the commercial proposition. This initiative embodies a One Health approach, underscoring the intrinsic connections between Food, Health, and Planet, and striving for sustainable solutions through innovative ventures.
Advancing the biofuel industry with Modified Black Soldier Fly strains for sustainable bi-products.
Revolutionising patient care by swiftly identifying chemotherapy patients at risk of neutropenic sepsis, chemotherapy patients at risk of neutropenic sepsis, optimising healthcare resources and saving lives.
Harnessing gene-editing technology to enhance livestock farming, promoting animal welfare and resource efficiency.Learn More
Utilising a model fusion approach to machine learning for creating diagnostic solutions to human diseases.Learn More
Pioneering animal stem cell solutions to support the global cultivated meat market and promote sustainable food production.Learn More
Offering a unique COVID-19 triple antibody testing device to provide real-time immunity analysis.Learn More
Providing biodegradable solutions for conventional plastic packaging to combat global plastic pollution.Learn More
Revolutionising liver biopsy procedures to enhance safety and acceptance, thereby advancing the understanding and treatment of liver disease.
Harnessing natural bioactives for innovative, eco-friendly solutions in agriculture and healthcare.
Facilitating precise cancer care pathways by connecting patients and doctors to advanced treatment options and clinical trials.
Pioneering real-time breathing analysis technology to enhance respiratory care and diagnostics.Learn More
Professional investors are invited to delve deeper into our British Innovation Fund II and explore the innovative ventures at the heart of the One Health approach, striving to harmonise Food, Health, and Planet for a sustainable future.
Building on the ethos of sustainability, the Smart Protein Fund is a distinctive investment vehicle, dedicated to fuelling high-potential companies at the forefront of the future of food. Our focus areas encompass Plant-Based Protein, Precision Fermentation, Cultivated Meat, Infrastructure, and the Infrastructure to enable scalable production. This initiative is a joint venture between Milltrust International and Earth First Food Ventures, combining expertise to propel the Smart Protein sector towards a cleaner, locally produced, and healthier end-product with a significantly lower carbon footprint.
With an eye towards a sustainable future, our investment theses revolve around:
Supporting ventures that are creating healthier, sustainable, and tasty plant-based alternatives.
Backing technologies that are enabling the production of proteins and other ingredients through fermentation.
Investing in companies that are pioneering the production of meat directly from cells, reducing the environmental footprint of meat production.
Infrastructure and Scalable Production
Supporting innovations that enhance the production efficiency and scalability of smart protein ventures.
Professional investors are invited to delve deeper into the Smart Protein Fund, exploring the promising ventures at the nexus of food innovation and sustainability, embodying the One Health approach.
British Care Investments (BCI) is a specialised healthcare real estate investment vehicle crafted with the objective of delivering stable returns supported by robust contractual agreements. Through investments in a diversified portfolio of care home assets in the United Kingdom, and leasing them to ‘Tier 1’ operators, BCI aims to foster a conducive environment for quality care delivery while ensuring a balanced investment outlook.
The initiative stems from a unique collaboration between the experienced real asset manager, Milltrust International, and the world-renowned care home operator, AcalisCare. This alliance strives to offer shareholders an attractive blend of contractually assured yield and capital appreciation by navigating the evolving landscape of the UK’s care home sector.
Significant tailwinds are being driven by demographic changes, consolidation of smaller homes, a new regulatory framework (CQC), demand and supply imbalances, and increasing demand for high-quality care home accommodation.
BCI provides a unique opportunity for shareholders to capitalise upon the current special market conditions:
The growth in demand comes from the fact that the population of elderly people (aged 75-84) is forecast to almost double over the next 50 years, from 6 million to 12 million. The over-85 population group are expected to double within only 20 years to 3.4 million. In addition, most of these individuals will spend the last 15 years of their life with some ill health.
Although the demand for care homes and specialist care is clear, there is a failure of supply to match this rising demand. There has been a 17% decrease in the total number of beds from 2012 to 2021; from 11.3 to 9.4 (beds per 100 over 75s). More than 100,000 new beds will be required in the next 10 years, with an estimated for 350,000 in 2050. The COVID-19 pandemic has exacerbated this shortfall, lowering the number of registered care home beds by 2.4%.
The quality of care in existing care homes is highly fragmented, as most of the market is constituted of small or single owner care homes. According to the CQC 21% of homes are either ‘inadequate’ or ‘need improvement’. This presents opportunities for consolidation and improvement in both professionalism and in efficiencies.
Milltrust brings a 13-year track record in managing investments, including Public Funds and Private Funds.
AcalisCare brings 18 years of Care Home management across the Globe and has the required expertise to improve and manage care homes effectively. The team is highly experienced in sourcing, managing and exiting properties in the Care Home sector.
Together, we combine world-class expertise in investment and care home management to bring you British Care Investments.
Professional investors are invited to delve deeper into British Care Investments, exploring a unique proposition at the intersection of real estate investment and quality healthcare provision.