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The pandemic has certainly placed the health care sector in the spotlight. With its strong long-term fundamentals, the sector has delivered solid earnings and share price performance since the start of the decade. At the same time, the sector exhibited defensive qualities, as shown in a lower level of volatility.
With the sector accounting for 11% of the global benchmark, Health Care is an important sector in the global context. We favour bigger pharmaceutical companies for several key factors, including their financial strength to conduct R&D and expertise to ensure patent protection.
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Janus Henderson Global Life Sciences
Active, diversified portfolio of approximately 100 names across four subsectors: Pharmaceuticals, Biotech, Health Care Services, and Medical Devices & Technology.
Stock selection is categorised into 3 buckets, namely Core Growth, Emerging Growth, and Opportunistic, spread across sub-sectors, market cap, and business models.
The fund is led by PM Andy Acker, who has been managing the fund since 2007, and is supported by a large team of 7 dedicated analysts trained in both Finance and Health Care. To read more about the fund, click here.
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