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.