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 & biotechnology 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.
Equity | 99.55% | |
Fixed Income | ||
Commodities | ||
Cash | 0.45% |
North America | 51.23% | |
Greater Europe | 35.48% | |
Asia | 12.86% | |
Central/Latin America |
Biotechnology | 10.9% | |||||||
Health Care Equipment | 12.05% | |||||||
Healthcare Facilities | 7.25% | |||||||
Health Care Services | 11.17% | |||||||
Pharmaceuticals | 58.19% |
Asset Class | Weight (%) |
---|---|
1. UCB SA | 8.21% |
2. HCA Healthcare Inc | 7.28% |
3. Merck & Co Inc | 6.29% |
4. AbbVie Inc | 6.28% |
5. Medtronic PLC | 6.13% |
6. GSK PLC | 5.98% |
7. Abbott Laboratories | 5.94% |
8. Cigna Group/The | 5.88% |
9. Laboratory Corp of America Holdings | 5.38% |
10. Sanofi SA | 5.38% |