Health & Wellbeing
UCITS ETF
Fund Vision
The CIRCA5000 Health & Wellbeing UCITS ETF (C5KH) aims to ensure the world’s population has access to the health-related goods and services needed to live a healthful life. Access to healthcare services across and within countries varies significantly. Life expectancy globally is far from equal — there is a 30-year gap between Japan (85 years) and Lesotho (55 years). At least half of the world’s population does not have access to essential health services without being forced into financial poverty (WHO). From sanitation and housing to care and nutrition, the investee companies within C5KH aim to improve health impacts for people worldwide. C5KH aims to deliver investment results corresponding to the impak CIRCA5000 Health & Wellbeing Impact Index.
As at 29/11/2023
Sub-theme Breakdown
Check out the specific areas of growth and innovation that this fund targets.
- Health 72.2%
- Housing 13.6%
- Sanitation 5.4%
- Nutrition 4.9%
- Care 4.0%
Positive Impact
We use external specialists to provide investment-grade data on the social and environmental outcomes of the companies within our funds.
- 107M Patients Treated
- 307K Lives Extended
- 120k Cumulative affordable houses built or restored
CIRCA5000's strategy is to invest in companies that manufacture products, or offer the services that generate a positive environmental or social impact. For example, the homeowner who buys solar panels for their home is ultimately responsible for the positive impact generated and the company that manufactured them is the facilitator. Therefore, by investing in these companies, CIRCA5000 supports users to generate a positive impact, but we are of course, not responsible for it on our own.
This impact is therefore 'associated' rather than direct. We source our data from two providers, Net Purpose and impak Analytics, to ensure we have the most robust and complete data possible.
Data is annual and based on the latest company reports, with some additional products and services estimates provided by Net Purpose.
As at 27/11/2023
Index Performance
Past performance is not a reliable indicator of future performance. The figures in the chart above refer to simulated past performance from the Impak CIRCA5000 Health & Wellbeing Impact Index (ICHWII) established by BITA (www.bitadata.com). It is calculated using backtested performance data from the underlying holdings of the CIRCA5000 Health & Wellbeing UCITS ETF (C5KH) and the data is backtested from 07/09/2012. The performance is backtested index data which has been sourced from the index provider bitadata and is based on what they perceive to be reasonable assumptions and objective data. 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 C5KH is 0.49%.
As at 29/11/2023
Exposure Breakdown
As at 28/11/2023
