Swiss & Global Asset Management has launched the Julian Baer Health Opportunities fund to capitalise on growth potential in the global healthcare sector.
The UCITS III structure will invest globally in listed healthcare companies, including emerging market equities from all sub-sectors. This will cover producers, distributors and providers of pharmaceuticals, biotechnology, healthcare services, medical technology and companies active in specialty pharmaceuticals and generic drugs. The fund portfolio includes between 35 and 45 stocks and can have up to 30% exposure to emerging markets. The fund will also invest in traditional pharmaceutical stocks the group says are now trading at depressed multiples, offer high dividend yields and generat...
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