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.

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.

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

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

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.

Related insights

Disclosures

*For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned security/sector/country.

Schroder International Selection Fund is referred to as Schroder ISF.

This advertisement has not been reviewed by the Monetary Authority of Singapore. This is prepared by Schroders for information and general circulation only and the opinions expressed are subject to change without notice. It does not constitute an offer or solicitation to deal in units of any Schroders fund (the “Fund”) and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser before purchasing units of any Fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the Fund in question is suitable for him. Past performance of the Fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of units in the Fund, and the income accruing to the units, if any, from the Fund, may fall as well as rise. Investors should read the prospectus, available from Schroder Investment Management (Singapore) Ltd or its distributors, before deciding to subscribe for or purchase units in any Fund. Funds may carry a sales charge of up to 5%.

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