Michael Li, PhD
Henry He, CFAHealthcare Impact Fund documents
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.
- Overview
- About the manager
- Performance
- Downloads
How the fund works
The Zurich Investments ACI Healthcare Impact Fund invests in healthcare securities with high growth potential that are primarily listed on international stock exchanges. The Fund will be fully unhedged at all times, providing investors with exposure to foreign exchange fluctuations as well as underlying share price movements.
The Fund aims to:
- provide investors with long-term capital growth by investing in innovative healthcare companies from around the world.
- outperform the MSCI Health Care (Net Dividends Reinvested) Accumulation Index in $A over periods of five or more years.
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 Healthcare Impact Fund:
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 USD$201.7 billion in assets under management.* They have a truly unique ownership structure where over 40% 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.
*as at 31 December 2022
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
Healthcare Impact Fund’s recent performance
Important information: This information is current as at July 2023 and may be subject to change. It is derived from sources believed to be accurate as at this date. Zurich Investment Management Limited (Zurich Investments) ABN 56 063 278 400, AFSL 232511, GIIN XYY9MQ.00000.SP.036, is the issuer and responsible entity of the Zurich Investments ACI Healthcare Impact Fund ARSN 636 575 418.
This information does not take into account an investor’s personal objectives, financial situation or needs and an investor should consider these factors and the appropriateness of the information and consider seeking advice specific to their individual circumstances from an appropriate professional.
Investors should also consider the Product Disclosure Statement (PDS) for the product available at zurich.com.au or by calling 131 551 in deciding whether to acquire or to continue to hold the product. Furthermore, this product has been designed to meet certain objectives, financial situations and needs, which are described in its Target Market Determination available at zurich.com.au/tmd. The information is a summary only and there are relevant conditions and exclusions that are explained in the PDS.
Past performance is not a reliable indicator of future performance. Investments are subject to risk – returns can go up and down and may be positive or negative.
Any performance returns quoted are compound rates of return calculated on exit prices. They include growth and distributions (assumes reinvestment of distributions), are net of fees and taxes and are rounded to two decimal places. Any benchmark returns shown are gross returns.