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
Score

A

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

Morningstar Sustainability Score

5/5

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

Company

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

Weighting

3.34%

3.16%

3.13%

2.98%

2.94%

2.89%

2.87%

2.85%

2.82%

2.81%

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

Country Allocation

Sector Allocation

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