Schroder ISF* Healthcare Innovation

A growing – and older – population is spurring healthcare innovations like never before. It’s time to invest in the world’s health.

We’re living longer than we ever have – and innovating like never before

We can now take advantage of rapid advances in healthcare science, new procedures and better use of data science and computing power. At the same time, healthy living and wellbeing are staying firmly in the spotlight. And of course, the 2020 pandemic changed the landscape of healthcare innovation forever.

Although traditionally seen as a source of relatively defensive growth, the rapid pace of change across the healthcare sector is opening up a new world of healthcare investment opportunities.

*Schroder International Selection Fund is referred to as Schroder ISF.

Why we’re living longer, healthier lives

And why innovation is driving investment in the world’s health.

60 seconds on investing in healthcare

Global healthcare portfolio manager John Bowler weighs in

A global equity portfolio investing in the world’s health

We’ve been managing healthcare portfolios since 200. Our team of 5 healthcare specialists have over 90 years of combined investment experience and look after US $10 bn of healthcare assets.

Benefit from diversification across five healthcare sub-sectors

1. Advanced therapies: gene therapy, precision medicines

2. Med tech: robotics, connected healthcare

3. Healthcare services: telehealth, healthcare management

4. Digital healthcare: biosensors and trackers, AI

5. Wellbeing: body and fitness, seeing and hearing

A focused, yet diverse portfolio for potential long-term returns

We look across the sector to construct a portfolio with 50 to 70 stocks that reflect our best ideas – and aim to deliver steady returns over the long-term.

Backed by insights from our dedicated data team

A team of 20+ data scientists, statisticians and mathematicians supplement traditional financial data with alternative data sets and techniques including artificial intelligence and machine learning to find companies that shape the future of healthcare.

Insight: after 2020, the industry will never be the same

In this webinar, John Bowler, fund manager of Schroder ISF Healthcare Innovation shares how he sees the crisis shaping the sector in the medium-term and the opportunities he sees.

Fund objectives and investment policy

You can find more information on the fund including literature and performance data on our fund centre.

Portfolio manager

Schroder ISF Healthcare Innovation

John Bowler
Fund Manager, Global Healthcare

“The over 65s are the fastest-growing demographic group for the next 20 years. And government budgets are already under pressure – an immense driver of change, enabled by technology. Think gene therapy, immune therapy, smartphone GP appointments, AI diagnostics. Our unique team has the expertise and depth of experience to capture these opportunities.”

John Bowler

Fund Manager, Global Healthcare

What are the risks?

  • Concentration risk: The fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down.
  • Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
  • Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
  • Derivatives risk: efficient portfolio management: Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
  • Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards.
  • IBOR Risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
  • Liquidity risk: in difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Market Risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
  • Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
  • Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
  • Sustainability risk: The fund has the objective of sustainable investment. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.

Important information

This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.

Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.

For Luxembourg, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.

For the UK, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.

The fund has the objective of sustainable investment within the meaning of Article 9 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For information on sustainability-related aspects of this fund please go to www.schroders.com

Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Past Performance is not a guide to future performance and may not be repeated.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.

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Schroder International Selection Fund is referred to as Schroder ISF throughout this website.
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