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Global Healthcare

Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.

Strategy Description

Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.

Moving beyond traditional pharmaceutical companies, the Global Healthcare portfolio also invests in healthcare & bio technology firms, healthcare providers and equipment manufacturers.

The portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included.

Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

PrintFact Sheet

Portfolio Performance

2019202020212022YTD
Portfolio (%)0.039.2414.61-7.54-1.7
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.3%16.42%2.9%

Allocation Breakdown

Asset Class


Equity99.51%
Fixed Income0
Commodities0
Cash0.49%

Geo


America51.27%
Greater Europe42.37%
Developed Asia6.36%
Emerging Asia0
Central/Latin America0

Sector


Biotechnology11.4%
Health Care Equipment11.97%
Health Care Services5.97%
Life Sciences Tools & Services11.58%
Pharmaceuticals58.58%

Top Holdings

Asset ClassWeight (%)
1. Bayer AG6.54%
2. UCB SA6.34%
3. Takeda Pharmaceutical Co Ltd6.33%
4. Medtronic PLC6.23%
5. Sanofi6.15%
6. GSK PLC6.05%
7. Laboratory Corp of America Holdings5.98%
8. Merck & Co Inc5.98%
9. Sartorius Stedim Biotech5.98%
10. Thermo Fisher Scientific Inc5.86%