Global Healthcare

by
Leo Wealth
Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.

Strategy Description

Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.

Moving beyond traditional pharmaceutical companies, the Global Healthcare portfolio also invests in healthcare & biotechnology firms, healthcare providers, and equipment manufacturers.

The portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included.

Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

Portfolio Performance

2020202120222023YTD
Portfolio (%)9.2414.61-7.543.931.47
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.89%15.09%3.2%

Allocation Breakdown

Asset Class


Equity99.54%
Fixed Income0
Commodities0
Cash0.46%

Geo


North America49.11%
Greater Europe38.44%
Asia12%
Central/Latin America0

Sector


Biotechnology10.02%
Health Care Equipment11.47%
Healthcare Facilities7.65%
Health Care Services10.68%
Pharmaceuticals59.73%

Top Holdings

Asset ClassWeight (%)
1. UCB SA9.67%
2. HCA Healthcare Inc7.76%
3. GSK PLC6.51%
4. Merck & Co Inc6.24%
5. Medtronic PLC5.93%
6. AbbVie Inc5.80%
7. Cigna Group/The5.76%
8. Novartis AG5.62%
9. Abbott Laboratories5.61%
10. Sanofi SA5.55%

Related Investments

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