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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 (%)0.039.2414.61-7.542.91
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.07%15.94%3.3%

Allocation Breakdown

Asset Class


Equity99.51%
Fixed Income0
Commodities0
Cash0.49%

Geo


North America50.72%
Greater Europe32.67%
Developed Asia10.75%
Emerging Asia5.86%
Central/Latin America0

Sector


Biotechnology16.87%
Health Care Equipment5.78%
Health Care Services12.58%
Pharmaceuticals64.29%

Top Holdings

Asset ClassWeight (%)
1. Cigna Group/The6.45%
2. AbbVie Inc5.92%
3. Abbott Laboratories5.92%
4. Amgen Inc5.87%
5. China Medical System Holdings Ltd5.83%
6. Novartis AG5.71%
7. GSK PLC5.59%
8. Ono Pharmaceutical Co Ltd5.51%
9. Gilead Sciences Inc5.38%
10. Laboratory Corp of America Holdings5.38%