Health Care Impact

Summary

TARGET

Tracking Error 3% to 8% over a standard market cycle
Excess Return 1.5% to 4% over a standard market cycle

INVESTMENT TEAM

Michael Li, Ph.D.

Henry He, CFA

7 Investment Analysts

1 Client Portfolio Managers

 

The Health Care Impact strategy focuses on doing well while doing good. The team seeks to invest in innovative health care companies positioned for sustainably high growth. As the portfolio companies attain their fundamental growth objectives, they should also create a positive impact on society.

Distinctive strategy features include:

  • A focus on achieving a positive social impact alongside a financial return
  • Innovative health care investments aligned with the United Nations Sustainable Development Goal 3: Ensure healthy lives and promote wellbeing for all at all ages
  • Investment team composed of former industry practitioners and other significant skillsets

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Frank Russell Co., FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

The Russell 3000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.