In September 2020 the MSCI World Healthcare Net Return (NR) Index returned -1.4%. The MSCI World NR Index decreased by -3.5%. Healthcare extended its outperformance over global equities to 4.6% year-to-date.
The COVID-19 pandemic has hit us on the left foot and is hitting poor countries hard, especially, but not only. But as in every crisis, the COVID-19 pandemic opens up new opportunities, especially for sustainable and impact-oriented investors in the health sector.
Going back more than 20 years, Kieger’s legacy has been built in healthcare and small companies. Over these decades we have developed our own “unique” asset allocation which has some outstanding and attractive portfolio characteristics, especially in recent turbulent times.