Building the future together
HSBC GIF Global Equity Sustainable Healthcare
HSBC Asset Management is proud to announce the launch of its first Sustainable Healthcare Equity fund, a thematic fund that aims to achieve a sustainable investment in healthcare without sacrificing financial performance over the long term
We are delighted to collaborate with the Financial Times on a series of four articles exploring the state of the healthcare industry – the paradigm shift it’s undergoing and the implications; debunking commonly shared mindsets; examination of cost constraints; how, why, and where the industry is changing; and touching on the companies driving sustainable innovation.
A thematic fund that aims to achieve a sustainable investment in healthcare without sacrificing financial performance over the long term
¹ Formerly managed under a Swiss certificate before the launch in the HSBC GIF Luxembourg SICAV
² United Nations Sustainable Development Goals
³ Article 8 Product under the EU Sustainable Finance Disclosure Regulation = A financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices
Sustainable healthcare, a major challenge for tomorrow
- Global demographic trends, combined with rising healthcare costs straining healthcare systems globally, are enhancing the demand for sustainable healthcare solutions and products
- Because of rising healthcare costs, payers around the world (i.e. insurances, governments) are increasingly denying patients access to innovative treatments, which in turn negatively impacts company revenues
- The healthcare system has begun to undergo massive and rapid changes to become more sustainable from a cost point of view
- This macro-economic trend opens new investment opportunities in scientific, technological and business innovation that address both improved patient outcomes and cost effectiveness at the same time
Hear from our experts
Dr. Nathalie Flury and Dr. Michael Schröter, Co-heads Sustainable Healthcare, HSBC Asset Management
Getting to know opportunities in Sustainable Healthcare
HSBC GIF Global Equity Sustainable Healthcare, an innovative and differentiated investment approach
- A thematic fund that aims to achieve a sustainable investment in healthcare without sacrificing financial performance over the long term
- High conviction and bottom-up analysis paired with macro-economic trend
- Sustainable, long-term growth oriented
Focus on HSBC GIF Global Equity Sustainable Healthcare
A changing market environment, where customers increasingly demand products and services that improve patient outcomes as well as being cost effective, requires a change in investment strategy. By following an active, bottom-up approach the fund aims to provide attractive returns whilst investing in companies offering affordable innovation with distinct clinical differentiation.
Article 8 SFDR: the product promotes environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices even if this is not its central point, or the central point of the investment process.
The objectives are to be considered on the recommended minimum investment period; there can be no assurance that the strategy of the fund will achieve these objectives. The comments reflect the opinion of HSBC Asset Management on the markets, according to the information available to date. They do not constitute any kind of commitment from HSBC Asset Management, which cannot be held responsible for any investment or disinvestment decision taken on the basis of these comments.
Experienced and complementary healthcare investment experts
The strategy is managed by two co-heads of Sustainable Healthcare Equity who have a successful track record managing healthcare equity strategies and who previously held executive positions in the pharma and biotech industries.
The investment team will leverage on proprietary insights driven by extensive global resources in equity and ESG research and stewardship.
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Fund details
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Fund domicile |
UCITS, Luxembourg SICAV |
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Fund launch date |
28 July 2021 |
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Strategy launch date |
23 April 2019 |
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Benchmark (for information only) |
MSCI World Health Care Index (USD) |
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ISIN |
AC: LU2324357040 |
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Asset Class |
Equity |
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Fund base currency |
USD |
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Dealing currencies |
EUR, GBP, CHF, AUD, HKD, CNH, SGD |
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Fees and expenses |
Management fees : 1.50% (A Share Class) | 0.75% (I Share Class) |
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Minimum Initial Investment |
A Share Class: USD 5,000 & I Share Class: USD 1,000,000 |
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Sustainable investments
Solutions based on client need, designed to mitigate risk and capture opportunities around environmental, social and governance (ESG) issues. -
Equities
Our wide range of innovative, client-focused equity solutions across the investment spectrum are all driven by proprietary fundamental research and a robust investment process.
Key risks
The value of an investment in the portfolios and any income from them can go down as well as up and as with any investment you may not receive back the amount originally invested.
- Counterparty Risk: The possibility that the counterparty to a transaction may be unwilling or unable to meet its obligations.
- Derivatives Risk: Derivatives can behave unexpectedly. The pricing and volatility of many derivatives may diverge from strictly reflecting the pricing or volatility of their underlying reference(s), instrument or asset.
- Emerging Markets Risk: Emerging markets are less established, and often more volatile, than developed markets and involve higher risks, particularly market, liquidity and currency risks.
- Exchange Rate Risk: Changes in currency exchange rates could reduce or increase investment gains or investment losses, in some cases significantly.
- Concentration Risk: The Fund may be concentrated in a limited number of securities, economic sectors and/or countries. As a result, it may be more volatile and have a greater risk of loss than more broadly diversified funds.
- Investment Leverage Risk: Investment Leverage occurs when the economic exposure is greater than the amount invested, such as when derivatives are used. A Fund that employs leverage may experience greater gains and/or losses due to the amplification effect from a movement in the price of the reference source.
- Liquidity Risk: Liquidity Risk is the risk that a Fund may encounter difficulties meeting its obligations in respect of financial liabilities that are settled by delivering cash or other financial assets, thereby compromising existing or remaining investors.
- Operational Risk: Operational risks may subject the Fund to errors affecting transactions, valuation, accounting, and financial reporting, among other things.
Important information
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The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in some established markets. Stock market investments should be viewed as a medium to long term investment and should be held for at least five years. Any performance information shown refers to the past and should not be seen as an indication of future returns.
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