193 countries agree. A date: Agenda 2030. 17 objectives. A common dream. This could be the summary of the SDG objectives, the Sustainable Development Goals that in 2015 the United Nations agreed to pursue, to try to preserve our planet, fight poverty and achieve a fairer and more sustainable world together. It is a challenge for countries, governments, leaders, organizations. Of all.
These objectives can also be supported through investments, and some funds select the assets that make up their portfolio trying not only to obtain a good return for their participants, but also to do so by seeking a socially responsible dimension.
Goal 3: Health, another of the UN Sustainable Development Goals
When given a choice between the classic “health, money or love?”, most of us don’t think about it: health. Without thinking. And it is that money is of little use if we do not have the health to enjoy it. SDG Goal 3 focuses on ensuring healthy lives and promoting well-being for all at all ages.
Nobody escapes the possibility of having a health problem, but some groups are especially fragile; the data speaks for itself. When we talk about child’s Health, it is tragic to see that more than 5 million children die before reaching the age of 5, although the good news is that the figures are decreasing. Children born into poverty are almost twice as likely to die before the age of five as those in the richest families and, despite advances worldwide, 4 out of 5 deaths of children under five occur in sub-Saharan Africa and South Asia.
The maternal mortality it has managed to decrease by 37% since 2000, but it is still very high in certain regions. And we do not forget either the mortality that has its origin in diseases like AIDS or malaria.
SDG 3 faces numerous challenges such as, for example, reduce the global maternal mortality ratio by 2030 less than 70 per 100,000 live births or end preventable deaths of newborns and children under 5 years of ageachieving that all countries try to reduce neonatal mortality to at least 12 per 1,000 live births and the mortality of children under 5 years of age to at least 25 per 1,000 live births.
Achieving universal health coverage, promoting research and development of vaccines and medicines or facilitating access to safe, effective, affordable and quality medicines and vaccines for all, are some of the ways to achieve the objective.
But it cannot be left for tomorrow; the latest figures on infant mortality reveal that the goal is still far away. According to the United Nations report, more than 50 countries will miss the under-five mortality target by 2030, and more than 60 countries will miss the neonatal mortality target if immediate action is not taken.
From the point of view of investments, there are various funds that focus on the theme of health. These are some of those available in our search engine, and our experts highlight, after an exhaustive and rigorous analysis of various funds involved in this megatrend, the Fidelity Global Health Care Fund and the BlackRock Global Funds – World Healthscience Fund.
These are some of the funds that our experts have analyzed and that are related to this objective.
BlackRock Global Funds – World Healthscience Fund
Invests globally at least 70% of its total assets in equity securities (such as shares) of companies that carry out a predominant part of their economic activity in healthcare, pharmaceuticals, medical technology and supplies, as well as the development of biotechnology. The fund is actively managed, you may invest in non-indexed securities in order to take advantage of certain investment opportunities. It has a diversified portfolio made up of between 70 and 120 positions; stock turnover is low, it is a long-term oriented fund, which seeks quality companies, with solid balance sheets, stable and resilient business models.
– GDB World Healthscience A2 LU0171307068
– GDB World Healthscience A2 JPY H LU1948809360
– GDB World Healthscience A2 EUR H LU1822774284
– GDB World Healthscience E2 LU0122380701
– GDB World Healthscience A2 AUD H LU1023059063
– GDB World Healthscience A2 HKD H LU1061106388
– GDB World Healthscience A2 SGD H LU1057294990
– GDB World Healthscience E2 LU0171309270
– GDB World Healthscience A2 LU0122379950
– GDB World Healthscience A4 LU2112291799
– GDB World Healthscience A4 LU2112291526
World Health Science Fund is a sub-fund of BlackRock Global Funds. Management Company: BlackRock (Luxembourg) SA The Depositary of the Fund is The Bank of New York Mellon SA / NV, Luxembourg branch. CNMV registration number: 140.
Fidelity Global Health Care Fund
His investment philosophy is to search for and buy shares of quality, solvent companies that can grow over time. Above all, look for three essential characteristics: quality, visibility and sustainability.
At least 70% is invested in the shares of companies around the world that design, manufacture or market products and services used in the healthcare, medical or biotechnology sectors. The fund is free to invest outside its primary boundaries in terms of geographic areas, market sectors, industries or asset classes.
– Fidelity Global Health Care A-Acc-EUR LU0261952419
– Fidelity Global Health Care E-Acc-EUR LU0114721177
– Fidelity Global Health Care A-Dis-EUR LU0114720955
Fidelity Funds – Global Health Care Fund a Sub-Fund of Fidelity Funds. This Fund is managed by FIL Investment Management (Luxembourg) SA The depositary is Brown Brothers Harriman (Luxembourg) SCA CNMV registration number: 124.
Candriam Equities Oncology Impact
It invests in companies around the world that operate in the field of oncology (study, diagnosis, treatment, etc. of cancer). There are several pillars in stock selection: a thematic filter, a clinical analysis and a fundamental analysis. The thematic filter only accepts companies with sufficient exposure to oncology and the fight against cancer in general (treatments, diagnostic tools, medical equipment and services…). Clinical review seeks to assess the quality of available clinical data and only accept companies that are found to be convincing in this regard. Fundamental analysis focuses on those companies that score highest on five criteria: quality of management, growth potential, competitive advantage, value creation and level of indebtedness.
– Candriam Eqs L Oncology Imp C USD Cap LU1864481467
– Candriam Eqs L Onclgy Impact C EUR Cap LU1864484214
– Candriam Eqs L Onclgy Impact CH EUR Cap LU1864481624
Candriam Equities L Oncology Impact, a sub-fund of the SICAV Candriam Equities L Class C – Capitalization Shares: LU1864481467 Competent authority: Financial Sector Surveillance Commission Management Company: Candriam. Custodian bank: CACEIS Bank, Luxembourg Branch. CNMV registration number: 233.
RobecoSAM Sustainable Healthy Living
It is an actively managed fund that invests in companies around the world that promote health and well-being and contribute to an efficient healthcare system. The selection of these securities is based on fundamental analysis. The strategy integrates sustainability criteria into the stock selection process, as well as through a thematic sustainability assessment.
– RobecoSAM Sust Healthy Living Eqs D EUR LU2146189407
– RobecoSAM Sust Healthy Living Eqs D USD LU2146189589
RobecoSAM Sustainable Healthy Living Equities is a sub-fund of Robeco Capital Growth Funds, SICAV. Management company: Robeco Institutional Asset Management BV The depositary of the SICAV is JP Morgan Bank Luxembourg SA CNMV registration number: 254.
In order to make a well-founded investment decision, before contracting it is essential to consult the DFI (Fundamental Information document for the Investor) of each fund, where you can obtain more information about the level of risk, the manager or depository of each one, among other. You can access these documents by clicking on the “Legal information” section that we make available to you in the tab of each fund and in the receipt prior to their subscription.
Singular Bank is not recommending you purchase these particular funds. These data are for informational purposes only, and should not be construed as a buy or sell recommendation. The Client is responsible for the investment decisions it makes. In any case, Singular Bank is not responsible for the use made of this information or for the damages that the investor may suffer as a result of the operations that it formalizes taking said information into account. Past performance is not a reliable indicator of future performance. These products may entail losses, since they do not guarantee the return of the invested capital. Investing in markets with a currency other than the euro carries a risk associated with the exchange rate and may also influence the loss of the invested capital. Mutual funds have risk indicators on a scale of 1 to 7, with 1 being the lowest risk and 7 being the highest risk. The explanatory brochures of the products, the fundamental information documents for the investor, the recommended time horizon, as well as the manager and depositary entity of each investment fund are available on the CNMV website.