By understanding the science and business of health care, our experienced team invests in companies addressing unmet medical needs or those that seek to make the health care system more efficient.
Watch the investment team recap this quarter.
(Note: Filmed in April 2025).
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Sep 14, 2023 |
| Base Currency | GBP |
|
Fund Assets As of 30/09/25 |
$25.60M |
| Index | MSCI World Health Care Index |
| Index Usage | Target |
| Peer Group Benchmark | IA Healthcare |
| Peer Group Benchmark Usage | Comparator |
| Year End | 31-Oct |
| Pricing Basis | Single Priced |
Portfolio Manager | Research Analyst
Industry since 2000. Joined Firm in 2000.
| % of Fund | |
| Eli Lilly | 8.35 |
| Johnson & Johnson | 5.04 |
| UnitedHealth Group | 4.22 |
| AstraZeneca | 4.19 |
| AbbVie | 3.60 |
| Abbott Laboratories | 3.18 |
| Argenx | 2.84 |
| Boston Scientific | 2.76 |
| Sanofi | 2.65 |
| Novartis | 2.58 |
| TOTAL | 39.42 |
| Sector Allocation | % of Fund | % of Index | % of Fund | % of Index | As of 30/09/2025 |
| Market Capitalization Range of Equity Holdings | % of Fund | % of Index | % of Fund | % of Index | As of 30/09/2025 |
| Country/Geographic Exposures | % of Fund | % of Index | % of Fund | % of Index | As of 30/09/2025 |
| Regional Allocation | % of Fund | % of Index | % of Fund | % of Index | As of 30/09/2025 |
Our intellectual capital is readily available and central to our Knowledge Shared approach"
