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
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
Thermo Fisher Scientific Inc
Horizon Therapeutics Plc
IQVIA Holdings Inc
Bristol Myers Squibb Co
Top portfolio holdings as of 7.12.2020 | Source: instrument provider.
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