Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.
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.
2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|
Portfolio (%) | 0.03 | 9.24 | 14.61 | -7.54 | -1.7 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 3.3% | 16.42% | 2.9% |
Equity | 99.51% | |
Fixed Income | ||
Commodities | ||
Cash | 0.49% |
America | 51.27% | |
Greater Europe | 42.37% | |
Developed Asia | 6.36% | |
Emerging Asia | ||
Central/Latin America |
Biotechnology | 11.4% | |||||||
Health Care Equipment | 11.97% | |||||||
Health Care Services | 5.97% | |||||||
Life Sciences Tools & Services | 11.58% | |||||||
Pharmaceuticals | 58.58% |
Asset Class | Weight (%) |
---|---|
1. Bayer AG | 6.54% |
2. UCB SA | 6.34% |
3. Takeda Pharmaceutical Co Ltd | 6.33% |
4. Medtronic PLC | 6.23% |
5. Sanofi | 6.15% |
6. GSK PLC | 6.05% |
7. Laboratory Corp of America Holdings | 5.98% |
8. Merck & Co Inc | 5.98% |
9. Sartorius Stedim Biotech | 5.98% |
10. Thermo Fisher Scientific Inc | 5.86% |