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Pictet Health Fund

Instrument Profile

Short Description

All around the world, people are demanding a higher standard of living, including better healthcare, for themselves and their families. Pharmaceutical, medical, insurance and healthcare companies are finding new ways to meet this global challenge. Our Health strategy aims to identify the most attractive investment ideas in three areas: Innovation in the production of new medicines and biotech-generics; Further modernisation of equipment and services; and the Development of more effective tools and technology.
“We believe Health is more than the Healthcare sector, which mainly focuses on fixing disease when it’s already there. But not getting sick at all is much more effective. We believe consumers will play an increasingly important role in taking health into their own hands”, – Health Investment Team.

Type: Equity SICAV Geography: Broad Developed Markets
Sector: Diversified
Benchmark: MSCI AC World Hedged to EUR

Ongoing Charges: 1.17% (Estimated)
Initial Charge: 5.00%
Investment Style: Large-Cap Growth
Fund Size (AUM): EUR 594M

Data by the open sources of the instrument provider. Last update: 3.12.2020

MSCI Sustainability Score

AA

Source: MSCI Inc.
Last update: Dec 3rd, 2020

Morningstar Sustainability Score

5/5

Source: Morningstar, Inc.
Last update: Dec 3rd, 2020

Rolling performance at 4/12/2020

1 Year: 8.96%

3 Years: 8.12%

5 Years: 4.57%

Performance data by the open sources of the instrument provider. Last update: 4.12.2020

Top 10 Holdings

Company

Roche Holding AG

Abbott Laboratories

Thermo Fisher Scientific Inc

UnitedHealth Group Inc

Unilever NV

Merck & Co Inc

Boston Scientific Corp

Quest Diagnostics Inc

Waste Management Inc

Eli Lilly and Co

Weighting

5.17%

4.99%

4.93%

4.38%

3.92%

3.52%

3.39%

3.27%

2.95%

2.79%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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