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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
HealthInvest Alpha Fund C: holdings, performance and fees
1Y return+21.7%
3Y return+29.2%
5Y return+23.6%
OCF (ongoing charge)1.00%
Top 10 holdings
| Holding | Weight |
|---|---|
| BRIDGEBIO PHARMA, INC. | 5.2% |
| SWEDISH ORPHAN B | 5.1% |
| BEIGENE LTD-ADR | 5.0% |
| ALMIRALL S.A. | 4.7% |
| NEUROCRINE BIOSC | 4.6% |
| UCB S.A. | 4.5% |
| GENMAB A/S | 4.1% |
| KRYSTAL BIOTECH, INC. | 4.1% |
| CARDINAL HEALTH, INC. | 4.0% |
| H. LUNDBECK A/S | 3.6% |
Top sectors
- Biotechnology/Medical69.1%
- Pharmaceuticals19.7%
- Consumer Goods4.9%
- Trade4.0%
- Money Market2.3%
Top countries
- USA53.3%
- Sweden18.2%
- Netherlands7.1%
- Denmark6.3%
- Ireland4.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN