Pictet-Health P dy GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.5 | 14.1 | -9.7 | 3.3 | 3.6 | |
+/-Cat | -11.0 | 4.7 | -5.1 | 6.4 | 1.7 | |
+/-B’mrk | - | -4.1 | -15.6 | 5.8 | -1.2 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 17/05/2024 | GBP 281.34 | |
Day Change | -0.52% | |
Morningstar Category™ | Sector Equity Healthcare | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU0320647281 | |
Fund Size (Mil) 17/05/2024 | USD 566.86 | |
Share Class Size (Mil) 17/05/2024 | GBP 2.74 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 2.02% |
Investment Objective: Pictet-Health P dy GBP |
This Compartment aims to achieve capital growth by investing primarily in equities or similar securities issued by companies that are active in sectors related to health. The Compartment may invest in any country (including emerging countries). This Compartment also applies a sustainable strategy which aims to achieve a positive social impact by investing mainly in companies supporting the health of people. To safeguard the future of the world’s health services, better prevention and more effective treatments are necessary. These companies help to stem health care costs growth and maximize productivity. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Tazio Storni 01/02/2018 | ||
Grégoire Biollaz 01/04/2016 | ||
Click here to see others | ||
Inception Date 14/11/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Health TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Health P dy GBP | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.96 |
Eli Lilly and Co | Healthcare | 5.83 |
Thermo Fisher Scientific Inc | Healthcare | 5.57 |
Boston Scientific Corp | Healthcare | 5.03 |
Intuitive Surgical Inc | Healthcare | 3.96 |
Increase Decrease New since last portfolio | ||
Pictet-Health P dy GBP |