Pictet-Health I dy GBPRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.4 | 15.1 | -8.9 | 4.2 | 8.6 | |
+/-Cat | -10.0 | 5.7 | -4.3 | 7.3 | 1.0 | |
+/-B’mrk | - | -3.1 | -14.8 | 6.7 | -5.0 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 16/09/2024 | GBP 332.11 | |
Day Change | -0.02% | |
Morningstar Category™ | Sector Equity Healthcare | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU0448836782 | |
Fund Size (Mil) 16/09/2024 | USD 540.93 | |
Share Class Size (Mil) 16/09/2024 | GBP 3.91 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 1.12% |
Investment Objective: Pictet-Health I dy GBP |
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 10/09/2009 |
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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 I dy GBP | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 6.00 |
Thermo Fisher Scientific Inc | Healthcare | 5.90 |
Eli Lilly and Co | Healthcare | 5.89 |
Boston Scientific Corp | Healthcare | 5.07 |
Intuitive Surgical Inc | Healthcare | 4.67 |
Increase Decrease New since last portfolio | ||
Pictet-Health I dy GBP |