US National Day of Mourning for President Carter – non-dealing day in this fund
Please note we are declaring an additional non-dealing day for this fund. A non-dealing day will be in place on Thursday 9 January 2025, with dealing resuming on Friday 10 January 2025. This is due to the US National Day of Mourning for President Carter, which will see the New York Stock Exchange closed for the day.
Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in July 2024).
OBJECTIVE AND INVESTMENT POLICY
This global health care fund seeks consistent returns by investing in companies addressing unmet medical needs or making the health care system more efficient. We balance the portfolio across pharmaceuticals, biotechnology and services/devices sub-sectors in an effort to achieve similar or lower volatility relative to our peers.
ABOUT THIS FUND
- Looks to invest in companies addressing unmet medical needs or making the health care system more efficient
- Aims to maintain a balanced portfolio across subsectors (pharmaceuticals, biotechnology, health care services, and medical devices)
- An experienced team of specialists that seeks to understand the science and the business of health care
