Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
Investment objective
The Fund aims to provide capital growth over the long term (5 years or more). Performance target: To outperform the MSCI World Health Care Index by 2% per annum, before the deduction of charges, over any 5 year period.
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The Fund invests at least 80% of its assets in a portfolio of shares (also known as equities) of companies that have a “Life Sciences” orientation. The Fund may invest in companies of any size, including smaller capitalization companies, in any country. The Fund may also invest in Collective Investment Schemes, unlisted equities, money market instruments, and cash. The Investment Manager may use derivatives (complex financial instruments), with the aim of making investment gains in line with the Fund’s objective, to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the MSCI World Health Care Index, as this forms the basis of the Fund’s performance target. The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Healthcare sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
About this fund
- Looks to invest in companies addressing unmet medical needs or those that seek to make the health care system more efficient
- Aims to maintain a balanced portfolio across subsectors (biotechnology, health care services, medical devices and pharmaceuticals)
- An experienced team of specialists that seeks to understand the science and the business of health care
