Kieger Sustainable Healthcare Fund

Investment Adviser: Kieger AG / Category: Equity Healthcare

Last Update: September 2023 / 10 pages

Investment Objective

The investment objective of the fund is to achieve long term capital growth by principally investing in equities of healthcare and healthcare related
issuers worldwide (including Emerging Markets).

The Fund also has a sustainable investment objective in accordance with Article 9 of the SFDR.

The fund is actively managed by the Investment Manager who employs a proprietary environmental, social and governance (“ ESG”) analysis framework to assess companies and takes this into consideration when making investment decisions.

Strategy

A fundamental bottom-up analysis approach to build a high conviction portfolio of stocks.

Base Currency: USD

Benchmark: MSCI World Healthcare Net Return Index USD

Investment Universe: Worldwide equity from healthcare listed companies

Liquidity: Daily

Fund Type/Domicile: UCITS/Luxembourg

Inception date: 21/01/2014

Fund size (EUR): 271mm (as of 31/08/2023)

Style Profile: Healthcare Large Cap Growth

Instruments: Listed equities.

Main source of alpha: Stock selection/Allocation sub-sectors

WSP Selection: in Watch list

………………………………………… – Find more in the Report – ……………………………………….

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