Across the world, we are living longer – this is due to rapid advances in healthcare science, new procedures and better use of data science and computing power. At the same time, an increasing focus on healthy living and improved well-being has never been more in the spotlight. 2020 has definitely been a significant year for healthcare innovation, changing its landscape forever.
Although traditionally seen as a source of relatively defensive growth, the rapid pace of change across the healthcare sector are opening up a new world of healthcare investment opportunities.
Schroder ISF* Healthcare Innovation
A fund that gives investors a broad exposure to companies shaping the world of healthcare
*Schroder International Selection Fund is referred to as Schroder ISF throughout
Schroder Healthcare Innovation team
A quick overview of the team behind Schroder ISF Healthcare Innovation
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.
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.
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