Is the economy the health of a country?
Why invest in this trend?
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A country that grows economically also grows in health care.Nations such as China and India, which represent a large part of the world's population, will increase this demand in the coming years in proportion to their economic growth as a country.
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Longer life expectancy, higher health spending.Those over 65 spend three times more on health care than the rest of the population. A population that, by 2050, is expected to be double the current one due to the increase in life expectancy that, in turn, originates from the development of health.
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When you invest in healthcare, the results are always visible.In the last 10 years, the approval of new drugs has grown by 113%. This greater scientific productivity is due to improvements in research, processes, technology and the high capital investments made.
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A positive correlation: new medicines, greater sale of medicines.The ageing of the population brings with it new challenges for the pharmaceutical industry, which is responsible for improving the quality of the last stage of life. A growing population, as its need to use drugs grows.
Health expenditure per capita
Average 10-year difference between the top 5 and bottom 5 in each sector
Performance difference in %
Source: Janus Henderson Analytics, at 31 December 2021.
When we think of health it is logical to think of medicine. However, to reach new challenges, medicine needs the support of other disciplines such as biology, biochemistry, or molecular biology.
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Advances in gene therapy.New research offers the potential to treat more than 7,000 genetic diseases. Of those 7,000 diseases, 95% currently have no available treatment.
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From chemotherapy to immunological treatment.One of the objectives of health care is to leave behind indiscriminate chemotherapies and radiation therapies for new, more specific treatments that boost our immune system.
Within the health sciences sector, the investment universe of our fund is mainly made up of companies that we can divide into four groups:
- Pharmaceuticals
- Biotechnology
- Medical care
- Medical devices and technology
What do the experts think?
- United Nations: Health is included in three of the eight Millennium Development Goals, and no one doubts its contribution to the attainment of all the others, particularly those related to the eradication of extreme poverty and hunger, education and gender equality.
- United Nations: Every day 17,000 fewer children die than in 1990, but more than five million children still die every year before the age of 5. Since 2000, measles vaccines have prevented nearly 15.6 million deaths. Despite advances worldwide, under-5 mortality remains high in sub-Saharan Africa and South Asia. Four out of five deaths of children under five occur in these regions.
Today is a good day to start investing in thematic ETFs1.
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SEE ENGLISH SUMMARY OF THE INVESTOR RIGHTS OF THE JPM GLOBAL HEALTHCARE FUND
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SEE ENGLISH SUMMARY OF THE INVESTOR RIGHTS OF THE PICTET - HEALTH FUND
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SEE ENGLISH SUMMARY OF THE INVESTOR RIGHTS OF THE BELLEVUE HEALTHCARE STRATEGY FUND
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SEE ENGLISH SUMMARY OF THE INVESTOR RIGHTS OF THE AB INTERNATIONAL HEALTH CARE PORTFOLIO FUND
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SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE BANKINTER PLATEA MEGATENDENCIAS FUND
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Legal text, Note: 1 Investment funds: The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available in Spanish at any of our branches, on the Bankinter website (www.bankinter.com) and on the website of the Spanish National Securities Market Commission (CNMV) (www.cnmv.es).
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The Key Investor Information Document and the prospectus are available on the website of the investment managers: Bankinter.com; [Robeco España | Pure wealth management (https://www.robeco.com/es-es/), Pictet Asset Management (assetmanagement.pictet); Homepage (fidelity.lu)
For more information on this product, check the investment managers' website: Bankinter.com; [Robeco España | Pure wealth management (https://www.robeco.com/es-es/), Pictet Asset Management (assetmanagement.pictet); Homepage (fidelity.lu) -
This is an advertising communication. Please refer to the UCITS prospectus and key investor information document before making a final investment decision. The fund managers may decide to stop marketing the funds in the situations provided for in applicable legislation, in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.
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The JPM GLOBAL HEALTHCARE fund is a sub-fund of JPMorgan Funds. It is authorised in Luxembourg, regulated by the Commission de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 25.
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The Pictet - Health Fund is a sub-fund of Bellevue Funds (Lux), authorised in Luxembourg, regulated by the Commissión de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 938.
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The BELLEVUE HEALTHCARE STRATEGY fund is a sub-fund of AB SICAV I. It is authorised in Luxembourg, regulated by the Commissión de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 444.
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The AB INTERNATIONAL HEALTH CARE PORTFOLIO fund is a sub-fund of AB SICAV I. It is authorised in Luxembourg, regulated by the Commission de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 194.
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The BANKINTER PLATEA MEGATENDENCIAS fund is a fund from Bankinter Gestión de Activos, S.A., SGIIC authorised in Spain and regulated by the CNMV, with which it is registered as number 5408.
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The CIS promotes environmental, social and governance (ESG) criteria under Article 8 of Regulation (EU) 2019/2088 on the disclosure of information related to sustainability in the financial services sector, also known by the English acronym SFDR, and is subject to sustainability risk, as defined in the risk profile. Decisions to invest in this fund must consider all of the characteristics and objectives of the fund.
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See information on aspects related to sustainability: Sustainable investing | Consideration of ESG factors (jpmorgan.com); A responsible vision: Our approach to sustainability | Pictet; Sustainability - ESG | Bellevue Group AG; Overview | AB (alliancebernstein.com); Sustainability Plan | Bankinter Corporate Website.