CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund IB USD

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Performance History31/12/2021
Growth of 1,000 (GBP) Advanced Graph
CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund IB USD
Fund-9.728.982.1-18.5
+/-Cat-7.011.964.6-27.9
+/-B’mrk-0.810.472.1-39.4
 
Key Stats
NAV
19/01/2022
 USD 869.08
Day Change -1.37%
Morningstar Category™ Sector Equity Healthcare
ISIN LU1683285750
Fund Size (Mil)
19/01/2022
 USD 4049.39
Share Class Size (Mil)
19/01/2022
 USD 520.03
Max Initial Charge 3.00%
Ongoing Charge
04/10/2021
  1.15%
Investment Objective: CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund IB USD
The objective of the Subfund is to achieve the highest possible return in US dollars (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets.
Returns
Trailing Returns (GBP)19/01/2022
YTD-17.99
3 Years Annualised12.13
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Thomas Amrein
14/12/2017
Inception Date
14/12/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World ESG Leaders NR USDMSCI World/Health Care NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund IB USD31/12/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.060.00100.06
Bond0.000.000.00
Property0.000.000.00
Cash25.9225.98-0.06
Other0.000.000.00
Top 5 Regions%
United States81.79
Asia - Emerging5.03
Japan4.44
Europe - ex Euro4.07
Eurozone3.01
Top 5 Sectors%
Healthcare98.73
Technology1.27
Top 5 HoldingsSector%
Veeva Systems Inc Class AHealthcareHealthcare4.11
Align Technology IncHealthcareHealthcare3.61
DexCom IncHealthcareHealthcare3.48
M3 IncHealthcareHealthcare3.46
Teladoc Health IncHealthcareHealthcare3.43
CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund IB USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)