JSS Sustainable Equity – Future Health

ISIN: LU2041626032:CHF

Provider: J. Safra Sarasin Group | Official Instrument Web (external)

Instrument Profile

What is the investment objective?

The investment objective of the JSS Sustainable Equity – Future Health is to achieve long-term capital growth. The sub-fund invests worldwide either directly (min. 51%) or indirectly in equity securities of the healthcare sector. It invests in leading companies and niche players whose products and services contribute to the improvement of health outcomes and the dampening of rising healthcare costs (value-based healthcare). The majority of investments are made in companies with a strong focus on innovation and prevention across all healthcare industries. The sub-fund also invests in health-related companies in the area of nutrition, sports, housing and technology. 

Type: Equity SICAV

Geography: United States

Sector: Technology and Healthcare

Index Tracked: n/a

Ongoing Charges: 1.35%

Exit Charge: 0.0%

Investment Style: Sector Equity Technology

Fund Size (AUM): CHF 214.46M

MSCI Sustainability


Source: MSCI Inc. Last update: Dec 6th, 2020

Morningstar Sustainability Score


Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Data by the open sources of the instrument provider. Last update: 7.12.2020

Rolling performance at 03/12/2020

1 Year: 7.64%

Performance data by the open sources of the instrument provider. Last update: 7.12.2020

Top 10 Holdings


Danaher Corp

Amedisys Inc

Thermo Fisher Scientific Inc

Horizon Therapeutics Plc

EssilorLuxottica SA

IQVIA Holdings Inc

Medtronic Plc

Bristol Myers Squibb Co

Abbott Laboratories

Astrazeneca Plc












Top portfolio holdings as of 7.12.2020 | Source: instrument provider.

Country Allocation

Sector Allocation

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security.

All information on this page is subject to Cyan Reef Terms & Conditions. The branding materials of the financial instruments displayed on this web-page are property of the respective instrument providers. Although the information provided was collected with due care, Cyan Reef does not and may not under any circumstances be responsible for the accuracy of the information provided hereby.

All content on cyanreef.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cyan Reef and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.