Pictet-Health R USDRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.9 | 13.1 | -9.8 | 2.0 | 7.6 | |
+/-Cat | -11.5 | 3.7 | -5.1 | 5.1 | 0.0 | |
+/-B’mrk | - | -5.1 | -15.6 | 4.6 | -6.0 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 20/09/2024 | USD 319.71 | |
Day Change | -1.29% | |
Morningstar Category™ | Sector Equity Healthcare | |
ISIN | LU0188501331 | |
Fund Size (Mil) 20/09/2024 | USD 533.70 | |
Share Class Size (Mil) 20/09/2024 | USD 57.32 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 17/06/2024 | 2.72% |
Investment Objective: Pictet-Health R USD |
To increase the value of your investment while seeking to achieve a positive social impact. The Fund applies a sustainable strategy and invests mainly in equities or similar securities issued by companies that are active in sectors related to health. 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. The Fund applies a sustainable strategy and invests mainly in equities or similar securities issued by companies that are active in sectors related to health. 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 30/06/2004 |
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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 R USD | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Eli Lilly and Co | Healthcare | 6.63 |
Novo Nordisk AS Class B | Healthcare | 5.95 |
Thermo Fisher Scientific Inc | Healthcare | 5.58 |
Boston Scientific Corp | Healthcare | 5.31 |
Intuitive Surgical Inc | Healthcare | 4.87 |
Increase Decrease New since last portfolio | ||
Pictet-Health R USD |