Healthcare Impact Fund

The Zurich Investments ACI Healthcare Impact Fund provides access to a portfolio of healthcare companies listed on global markets, with the potential for long-term capital growth, while also supporting positive social impact. The healthcare investment universe has an unprecedented level of innovation, which the manager believes may lead to opportunities for significant value creation. In addition, as these companies attain their fundamental objectives they also have potential to create a meaningful impact on society.

How the fund works

The Fund invests in healthcare securities with high growth potential that are primarily listed on international stock exchanges. The Fund aims to outperform the MSCI Health Care (Net Dividends Reinvested) Accumulation Index in $A over periods of five or more years, and to provide investors with long-term capital growth by investing in innovative healthcare companies from around the world.

Environmental, Social and Ethical considerations

In addition, all companies in the portfolio undergo analysis on how their fundamental improvement aligns with a positive impact on society. Each company is reviewed against four portfolio impact themes that fully align with the United Nations Sustainable Development Goal 3 (SDG-3): Ensure healthy lives and promote well-being for all at all ages. These four portfolio impact themes include:

  • New or innovative treatments for diseases including cancer,
  • Enhancing the productivity of medical equipment, services and software,
  • Access to medicine and health care services, and
  • New solutions for lowering health care costs.

Click on the thumbnails below to learn more about the Global Growth Opportunities SMA:

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise.

American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*.  They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research.

Their ability to invest in this sector stems from the unique insights the team brings to their research. The investment team includes individuals with healthcare industry expertise, technology industry expertise and other useful skillsets to create robust analysis and discussion.

 

Michael Li, PhD
Vice President
Senior Portfolio Manager
Henry He, CFA
Portfolio Manager
 

*as at 31 December 2020

Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

*Inception date is 1 April 2020

Important Information: Before investing in Zurich Investments ACI Healthcare Impact Fund please consider the Fund Product Disclosure Statement (PDS) (available through www.zurich.com.au) as the PDS contains important information. Information concerning the Zurich Investments ACI Healthcare Impact Fund is general advice only. It does not consider your personal financial circumstances, needs or objectives. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Past performance is not a reliable indicator of future performance. Investments are not available to residents of countries other than Australia. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity.