Portfolio
Classification
Health/Biotech Funds
Asset Class
Equity
Fund Size
$553M
Category
Health
Ann'l management fee
Portfolio based
Name
Health Sciences Opportunities Fund
Investment Term
10 months
Minimum Deposit
$100,000
Maximum Deposit
$249,999
Payment schedule
Daily
Daily Income ROI Earnings
0.80%
Growth Income ROI Earnings
0.85%
Income Distribution (per day)
$800
Gross Profit (Projected Earning)
$160,000
Net Profit (Earning + Capital)
$260,000
Growth Distribution (per day)
$850
Gross Profit (Projected Earning)
$170,000
Net Profit (Earning + Capital)
$270,000
About this Fund
- Accessibility to innovations in healthcare equity
- Science-based experience improves investment expertise
- Reduces volatility and seeks diversified returns
Investment Approach
A minimum of 80% of total assets are allocated to securities of health sciences and related organizations; non-US companies may also be included in the investment portfolio.
Sustainable Features
Sustainability Investors can obtain particular non-traditional metrics from characteristics. These let investors assess funds based on specific environmental, social, and governance attributes in addition to other metrics and data. Sustainability Features do not indicate performance in the past, present, or future, nor do they indicate a fund’s possible risk and reward profile. They are only offered for informational purposes and to promote transparency. Sustainability Features are just one kind of information that investors may want to take into account when evaluating a fund; they shouldn’t be taken into account exclusively or in isolation.
Sustainable, impact, or ESG investing strategies are not the goals of this fund. It is not indicated that the fund will adopt an impact, sustainable, or ESG investment strategy, nor do the metrics alter the fund’s investment objective or limit its investable universe.
