Harbor Health Care UCITS ETF - Accumulating

Issuer: HANetf

Asset Class: Equity

TER: 89bps

Trading Currency: USD

Pays Income: False

Listing Date: 08 Apr 2019

Ticker: WELL

ISIN: IE00BJQTJ848

This investment vehicle offers actively managed exposure to the global healthcare sector, aiming for long-term capital appreciation. The strategy focuses on a concentrated portfolio of approximately 30 to 40 companies that the sub-adviser believes possess high-growth potential and resilient business models. The investment process is driven by a rigorous, bottom-up fundamental analysis, seeking to identify firms with sustainable competitive advantages, exceptional management teams, and growth prospects that are not yet fully recognized by the broader market. This approach allows for a high-conviction portfolio, distinct from traditional passive healthcare index funds, by focusing on what the managers consider the most compelling opportunities across the entire sector.

The portfolio spans various healthcare sub-industries, including pharmaceuticals, biotechnology, life sciences tools & services, and medical technology. This diversification within the sector helps mitigate risk while capturing a wide array of growth drivers. The fund is positioned to capitalize on powerful, long-term secular trends such as aging global populations, continuous medical and technological innovation, and increasing demand for healthcare services in both developed and emerging economies. By investing in a curated selection of leading and innovative companies, this financial instrument provides a targeted way to gain exposure to the dynamic and ever-evolving healthcare landscape.