Healthcare

Introduction

Fondita Healtcare invests in shares of publicly traded companies whose activities promote health and well-being. The fund’s growth is driven by an aging population, increased prosperity (wealth and living standards), technological development, climate and environmental change and the healthcare sector’s low price-elasticity. 

Fondita Healtcare is an actively managed fund with approx. 30 holdings. The fund is primarily aimed at long-term investors. The fund avoids investments in loss-making biotechnology companies. 

The fund´s investment decisions take the environmental and social impacts of companies, as well as governance into account.

Fund facts

Fund size N/A
Fund unitholders N/A
ISIN (A) FI4000321088
ISIN (B) FI4000321096
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 6/7

Top 5 Holdings

Top 5 Countries

Germany N/A
Sweden N/A
USA N/A
Denmark N/A
Finland N/A

Return

Return Fund Index
1 month N/A N/A
since launch (14.6.2018) N/A N/A
(Index = N/A)
Portfolio managers

Sector Division

Health Care N/A
Industrials N/A
Information Technology N/A
Materials N/A
Consumer Discretionary N/A
Consumer Staples N/A
Cash N/A

Top 10 Holdings

Country Division

Germany N/A
Sweden N/A
USA N/A
Denmark N/A
Finland N/A
Spain N/A
Switzerland N/A
Norway N/A
Great Britain N/A
Netherlands N/A
Italy N/A
France N/A

Currency Exposure

EUR N/A
SEK N/A
USD N/A
DKK N/A
NOK N/A
CHF N/A
GBP N/A
The past performance of the investment fund does not provide any guarantee of future results. Depending on market conditions, the fund unit value may rise or fall.

Risk Profile

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Less risk
More risk
A high number means that the fund has a higher risk and that the value of the fund can vary greatly. This means that both return and risk potential is greater.

Return

Return Fund Index
1 month N/A N/A
since launch p.a. N/A N/A
(Index = N/A)

Volatility p.a.

2018 N/A
Launch N/A

Portfolio turnover rate

2018 N/A
Launch N/A

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.

Our Funds