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. Read the full articles below.
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.
Main risks of the fund:
- Capital loss risk: It is important to remember that the value of investments and any income from them can go down as well as up and is not guaranteed.
- Equity risk: Funds that invest in securities listed on a stock exchange or market could be affected by general changes in the stock market. The value of investments can go down as well as up due to equity markets movements.
- Discretionary management risk: Discretionary management is based on anticipating the evolution of different markets and securities. There is a risk that the fund will not be invested at any time in the most efficient markets and securities.
- Foreign Exchange risk: Where overseas investments are held, the rate of exchange of the currency may cause the value to go down as well as up. Variations in exchange rates between currencies can have a significant impact on the performance of the products presented.
- Small caps risk: Please note that the fund is invested in securities issued by companies which, due to their small market capitalization, are less liquid and may present higher risks.
SRRI = 6 out of 7. Do not run any unnecessary risk. Read the Key Investor Information Document. The fund invests in instruments of high level of volatility. The value of investments can go up as well as down.
Important information
This document has no contractual value and is not by any means intended as a solicitation, nor a recommendation for the purchase or Sale of any financial instrument. This document may be distributed in Switzerland only to qualified investors according to Art. 10 para 3, 3bis and 3ter of the Federal Collective Investment Schemes Act (CISA).
The presented fund is authorised for distribution in Switzerland in the meaning of Art. 120 of the Federal Collective Investment Schemes Act. (Potential) investors are kindly asked to consult the latest issued Key Investor Information Document (KIID), prospectus, articles of incorporation and the (semi-)annual report of the fund which may be obtained free of charge atthe head office of the representative: HSBC Asset Management (Switzerland) Ltd., Gartenstrasse 26, P.O. Box, CH-8002 Zurich. Paying agent: HSBC Private Bank (Suisse) S.A., Quai des Bergues 9-17, P. O. Box 2888, CH-1211 Geneva 1. Investors and potential investors should read and note the risk warnings in the prospectus and relevant KIID. Before subscription, investors should refer to the prospectus for general risk factors and to the KIID for specific risk factors associated with this fund. Issue and redemption expenses are not taken into consideration in the calculation of performance data.
The fund presented in this document is a sub-fund of HSBC Global Investment Funds, an investment company constituted as a société à capital variable domiciled in Luxemburg. The shares in HSBC Global Investment Funds have not been and will not be registered under the US Securities Act of 1933 and will not be sold or offered in the United States of America, its territories or possessions and all areas subject to its jurisdiction, or to United States Persons.