Health & Wellbeing
Fund Vision
Health & Wellbeing (C5KH) invests in some of the most impactful companies leading the charge to provide cutting-edge medical technologies, nutritional solutions and access to affordable housing.
Fund goal: Ensure the world's population has access to the basic goods and services required to live a healthful life.
Investment Case
Global health has improved drastically over the last century and an estimated $8.5 trillion
is spent every year on healthcare, accounting for an estimated 10% of the global GDP. But there are still huge gaps of unfilled demand. A large proportion of the global population still doesn’t have access to even basic healthcare services and ageing populations are putting increased pressure on the supply of health, care and housing. The demand for enhanced access to care and health services is undeniable, but investment is needed to provide them at scale. Alongside strong structural growth drivers for the health and wellbeing industries; health, as an essential service is typically more resilient in times of economic stress.
Impact Case
Health is a human right, yet many are still living without basic products and services that would enable them to lead a healthy life, such as access to a qualified doctor or nutritious food. Whilst advances in health and wellbeing have fuelled huge improvements in human welfare, stark health inequities remain both by geography and socio-economic status. Furthermore, COVID-19 rolled back years of progress, disrupting food supplies and overwhelming healthcare systems globally. Investments in health and wellbeing can close the gap. The provision of accessible healthcare services, scientific breakthroughs in disease treatment, improved nutrition and affordable housing can improve the quality of life and longevity for hundreds of millions of people. The funds in the new portfolio provide access to more investment areas and countries than previous funds on the CIRCA5000 platform. Check out some of the companies in the Health & Wellbeing fund.
DSM is a global science-based company producing sustainable solutions for nutrition, health, and materials, DSM is helping companies to reduce carbon emissions and promotes sustainable agriculture and food production, and the provision of renewable alternatives to fossil-fuel-based materials (DSM).
Dr Reddy's Laboratories focuses on developing and manufacturing affordable, high-quality generic drugs. Dr Reddy's Laboratories has a positive impact on the world through their improvement of access to essential medicines, reduction of healthcare costs, and increase in healthcare access for underserved communities (Dr Reddy's).
Civitas Social Housing commissions new build social homes in England and Wales without taking on development or financing risk, by acquiring the homes on completion. Their properties help individuals with life-long care needs to live as independently as possible within a community setting and aim to reward shareholders through the payment of progressive dividends with capital growth (Civitas Social Housing).
Omega Healthcare provides support services to healthcare organizations, including medical coding and billing, revenue cycle management, and data analytics. Omega Healthcare improves the efficiency and effectiveness of healthcare delivery, reduction of healthcare costs, and improvement of patient outcomes (Omega Healthcare).
Simulated Historical Index Performance
As the funds do not yet have a historical performance, you can see how Health & Wellbeing (C5KH) would have performed based on the past performance of the companies within the index that the fund tracks.
Remember, when you invest your capital is at risk and that past performance is not indicative of future performance. The chart above shows the simulated past performance of the impak CIRCA5000 Impact Indices established by BITA (bitadata.com). It is calculated using backtested data from the underlying holdings of the CIRCA5000 ETFs dating back to 07/09/2012. Your return may be affected by factors such as fund and trading fees, and changes in currency exchange rates. The index currency is based in USD and gross of fees. Factors such as fund fees, trading fees and currency exchange rates may affect your return. The annual TER for CK5H is 0.49%.