Healthcare Innovation

A global equity portfolio that gives investors the opportunity to participate in a theme that is important to all of us – our health. A new wave of innovation is transforming healthcare across its various strands. And the benefits are clear.

Broad and deep experience investing in healthcare

We’ve been managing healthcare portfolios since 2000. Our team of 5 healthcare specialists have over 90 years of combined investment experience and looks after US $10 bn of healthcare assets.
Looking deeper than the tip of the iceberg

Opportunities in healthcare go beyond news headlines. We look broadly across five healthcare sub-sectors to construct our optimal portfolio.

Focused, yet diverse portfolio for long-term returns

Healthcare offers broad investment opportunities. We look across the sector to construct a portfolio with 50 to 70 stocks that reflect our best ideas. The outcome of this portfolio is aimed to be diverse enough to deliver steady returns over the long-term.

 Harnessing the power of data

While traditional research is a key component of our process, our Data Insights Unit provide additional insight. 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.

To find out more about this strategy, email our team at canada@schroders.com.

All investments involve risks, including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. These risks exist to a greater extent in emerging markets than in developed markets.

The portfolio 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.

The portfolio 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.

The portfolio may lose value as a result of movements in foreign exchange rates.

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 unlimited loss.

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 portfolio.

In difficult market conditions, securities may not be able to be sold for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.

The value of investments can go up and down and an investor may not get back the amount initially invested.

Failures at service providers could lead to disruptions of portfolio management operations or losses.

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.

These are not a comprehensive list of risks.  Please see prospectus for more risk disclosures.