Healthcare Select

Healthcare is a complex sector characterized by high, sustainable growth. The industry is driven by the huge, unsatisfied medical needs, demographic shifts in both developed and emerging markets, and the accelerating rate of innovation and new scientific discoveries.

The companies in the sector are benefiting from high barriers of entry, pricing power, patent protection, and an increasingly benign political and regulatory environment. The reasons for investing in the sector are many. In order to take full advantage of its potential, however, specialist skills and deep insight into today’s research frontier is required.

Healthcare Select is a concentrated portfolio that ensures that every single stock contributes to investment returns. Our experience managing portfolios has shown that a carefully constructed portfolio of 25 to 50 high-conviction stock picks provides opportunities for attractive returns while ensuring a balanced risk approach.

Read more about the Healthcare Select strategy here.

Please find information about our Healthcare Select fund products in the table below.

Key Information Documents (KID) in local languages can be found here.