risks.

The following risks may be materially relevant but may not always be adequately captured by the summary risk indicator and may cause additional loss: Concentration risk, Emerging market risk and Active management risk.

Global HealthTech

Provision of better, low-cost healthcare through digitalisation

 

Digitalisation is set to transform global healthcare by capitalising on the key themes of prevention, efficiency and connected care. Companies embracing this digitalisation trend will offer better potential outcomes for patients with compelling long-term growth opportunities for investors. 

healthcare – ripe for digital revolution.

Today’s healthcare system is expensive, hospital-centred, inefficient and weighed down by an ageing population. Healthcare is currently the least digitalised sector and is, therefore, ripe for a digital revolution that may lower costs and increase access for all.

healthcare transformation – 3 key themes.

medTech going mainstream.

Measuring health conditions is no longer the exclusive remit of the doctor or hospital. Consumer products are making inroads into this space, providing health-monitoring tools and medical devices.

Several MedTech (medical technology) companies are now crossing over to the consumer side, with products becoming more widely available and commonplace. For example, quantified-self devices such as smart watches are being used to measure vital signs like heart rhythm and oxygen levels within the blood – technology more commonly used in emergency rooms around the world to monitor patients.

Such devices also have the capacity to warn about abnormal heart rates, detect falls, do electrocardiogram (ECG) readings and track blood oxygen levels. These functionalities can detect conditions such as atrial fibrillation and monitor diseases like Parkinson’s. Some smartwatches have gained FDA approval, making the leap from consumer gadgets to official medical devices.

Meanwhile, the storage of electronic health records (EHR) on smartphones will enable the centralisation of all health data in one place instead of having incomplete files spread across different providers, payers and suppliers.

why us?

our strategy.

Our Global HealthTech focuses on companies digitalising the healthcare sector to make it more efficient, connected and focused on prevention.

The strategy follows a high conviction stock-picking process, founded in the continuous fundamental analysis of global markets, as HealthTech continues to drive the uptake of digital technologies across medical industries. An active portfolio of around 40-60 well-diversified stocks is selected, following a disciplined analysis focused on their financial track record and business practices, and a forward-looking assessment of the sustainability of their business models and valuation.

Holdings are diversified across four key areas:

investment philosophy and process.

investment team.

Henk Grootveld

Henk Grootveld
Lead Portfolio Manager

LOcom-AuthorsAM-Menges.png

Pascal Menges
Head of Research & Investment Process

LOcom-AuthorsAM-Rabattu.png

Didier Rabattu
Head of Equities, Limited Partner

 

more about our funds.

LO Funds - Global HealthTech

Asset Class Equities
Strategy Thematic Equities
Category Global Trends
Share class name ISIN Currency Date NAV
Share class name LO Funds - Global HealthTech, (USD) M A ISIN LU2366398431 Currency USD Date 2/26/24 NAV 6.84
Share class name LO Funds - Global HealthTech, (USD) P A ISIN LU2337256684 Currency USD Date 2/26/24 NAV 6.73
Share class name LO Funds - Global HealthTech, (USD) S A ISIN LU2366397466 Currency USD Date 2/26/24 NAV 7.01
Past performance is not a guarantee of future results. If the funds are denominated in a currency other than that in which the majority of the investor's assets are held, the investor should be aware that changes in rates of exchange may affect the value of the funds' underlying assets. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

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Data protection and the quantified self
white papers Asset Management
white papers Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Global HealthTech

Data protection and the quantified self

Quantified-self devices have achieved mainstream acceptance. What happens to the enormous amount of data that gets collected and how safe is it?

From consumer gadgets to medical devices
white papers Asset Management
white papers Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Global HealthTech

From consumer gadgets to medical devices

Our Global HealthTech strategy harnesses the quantified-self trend through its focus on companies digitalising the healthcare sector.

Better health through the quantified self
white papers Asset Management
white papers Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Global HealthTech

Better health through the quantified self

Better and earlier diagnostics are key to preventing sickness entirely. Smart devices and fitness trackers stand to play a significant role. 

Investment megatrends to watch in 2022
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies Equities DC DB Banks Wholesale Official institutions World Brands Golden Age Third party asset managers Geronne Independants Institutional Consultants Global HealthTech Insurance Fund of funds FinTech Endowments

Investment megatrends to watch in 2022

What will consumer brands bring to the metaverse in 2022, and how will digitalisation advance healthcare? We chart the near future of major megatrends.

Healthcare needs the digital treatment
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies Equities DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Global HealthTech Insurance Fund of funds Endowments Technology Macro

Healthcare needs the digital treatment

The diagnosis for technological intervention in the delivery of healthcare services has been made, but the prescription hasn’t yet been written.

A decade of healthy ageing
global perspectives Asset Management
global perspectives Asset Management Investment strategies Equities DC DB Banks All roads Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Global HealthTech Insurance Fund of funds Endowments

A decade of healthy ageing

A ‘Decade of Healthy Ageing’ is required to tackle the challenges presented by an ageing population. This presents a variety of investment opportunities.

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