Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in July 2024).
INVESTMENT OBJECTIVE
This global health care fund seeks consistent returns by investing in companies addressing unmet medical needs or making the health care system more efficient. We balance the portfolio across pharmaceuticals, biotechnology and services/devices sub-sectors in an effort to achieve similar or lower volatility relative to our peers.
The Fund’s investment objective is to seek long-term growth of capital by investing primarily in equity securities of companies located anywhere in the world and selected for their growth potential.
The Fund will invest primarily in securities of companies that have a life sciences orientation. Companies with a “life sciences orientation” include companies engaged in research, development, production or distribution of products or services related to health and personal care, medicine or pharmaceuticals. The Fund will invest at least 25%of its total assets, in the aggregate, in the following industry groups: health care; pharmaceuticals; agriculture; cosmetics/personal care; and biotechnology. No more than 10%of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
The Fund's investment objective is to seek long-term growth of capital.
The Fund pursues its objective by investing at least 80% of its net asset value in equities located anywhere in the world and selected for their growth potential.
The Fund will invest at least 80% of its net asset value in companies that have a life sciences orientation. Companies with a 'life sciences orientation' include companies engaged in research, development, production or distribution of products or services related to health and personal care, medicine or pharmaceuticals. Such companies may also include companies that have growth potential mainly as a result of particular products, technology, patents or other market advantages in the life sciences.
The aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund and no more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market.
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
RATINGS AND AWARDS
