Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to provide long-term capital growth by investing globally in healthcare sector equities. It allocates at least two-thirds of assets to equity securities of companies operating across pharmaceuticals, biotechnology, medical devices, healthcare services, and life sciences in developed and emerging markets. The strategy employs fundamental bottom-up research focused on identifying healthcare companies with strong fundamentals, capital efficiency, and reinvestment potential, typically holding 40-60 high-conviction positions. Through diversified global healthcare equity investment emphasizing innovation and quality compounders, the fund provides specialist exposure to the healthcare sector, appropriate for growth investors seeking participation in healthcare innovation with acceptance of sector concentration. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +20.03% | +20.03% |
| 3-Year Return | +19.43% | +6.09% |
| 5-Year Return | +16.88% | +3.17% |
| 10-Year Return | +143.58% | +9.31% |
| All Time Return | +922.04% | +7.74% |
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