Global Healthcare Fund

“It’s no coincidence that four of the six letters in health are heal.”- Ed Northstrum

Global Healthcare Fund
Investment objective To achieve mid to long term capital growth by investing in Healthcare Industries
Fund mandate Emphasis on stable blue chip mining companies and funds

Selective Healthcare sectors

Asset allocation Funds Weights As of 3rd November 2014
America: 67.57%
Japan: 8.53%
Ireland: 6.69%
U.K.: 4.85%
Sweden: 3.36%
Belgium: 2.00%
Cash and Others: 7.00%
Maximum return objective No limits
Minimum return objective 8% over a period of 12 months
Recommended term 12 months and longer
Target market Investors who are in their wealth buildup phase and require conversative yield in the short term

Investors seeking exposure in the Healthcare sector

Investors who are able to withstand short-term market fluctuations in pursuit of maximum returns over the short to mid term

Fee structure (excl. VAT) Subscription fee: 2%
Income distribution 12 months
Lock in Period: 180 days (early redemption penalties apply)
Penalty: 5% on Net Asset Value
Investment 1 share: $100.00
Minimum: 500 shares or $50 000.00
Additional: 200 shares or $20 000.00
Fund category Global Healthcare Fund
Subscription date 20td Day of the month
Initial Offer Price: $100.00

Global Healthcare Fund

With an aging population and people living longer with chronic disease, the healthcare sector is set to boom in the next decade or two. However, knowing the right sectors of the healthcare industry to invest is paramount as healthcare investment range from pharmaceutical, biotechnology and medical-device makers to HMOs, hospitals, and nursing homes.

The HCB Global Healthcare Fund (GHC), which is managed and supervised by HCB Trust Ek. för., in association with National Federal Capital Ltd. aims to provide investor this opportunity to invest in this ever increasing and popular Healthcare sector that is set to take the world by storm.

“It’s no coincidence that four of the six letters in health are heal.”- Ed Northstrum

Investment Objective
Primarily investing in global stocks dealing with R & D, manufacturing and or sales of healthcare-related products, equipments or services of the company, in order to obtain mid to long term capital growth.

Investment Focus
The Fund’s investment program focuses on in-depth fundamental analysis through careful stock selection. It will invest extensively in the field of biotechnology healthcare company, including the company within the field of pharmaceuticals, healthcare equipment suppliers and service industries. Investment outlook is mainly focused on looking to the future of two major structural trends of an aging population and new innovation cycle.

Investment Outlook
Looking ahead, the two major structural trends in the aging population and new innovation cycles will support long-term needs of the biotech medical industry. We are now just beginning to enjoy the benefits of biotechnology advances in the past 10 and 15 years. Many diseases such as hepatitis C, cystic fibrosis and cancer treatments have made a leap forward. Currently the share prices of these biotechnology, medical equipment and generic drug companies are still at a reasonable price and thus have a better dividend yield and growth rate.

Key Features

  • Mainly the United States: The US biotech manufactures with leading-edge products and technologies; and also US being the world’s largest pharmaceutical market.
  • Mastering biotechnology industry leaders: Large pharmaceutical and biotech acquisitions and technical cooperation will benefit the research and development of these niche companies.
  • Growth and Value investment strategy: Using leading technology and clinical data and market development strategy to invest in good and potential stocks.

For a more detail discussion on how you can benefit and invest in the HCB Global Healthcare Fund, please contact your respective financial advisor.

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