INVESTMENT PRODUCT IDEAS

22 October 2026: Investment Product Ideas

Fund Recommendation 1

FUND NAME AND TICKER

Wellington Global Health Care Equity Fund

DESCRIPTION

The fund seeks to deliver superior long-term total returns relative to the MSCI World Health Care Index through active stock selection across the global healthcare sector. Focuses on high-quality companies with strong fundamentals and long-term growth potential.

Focus on Global Healthcare Innovation Trends

Invests across the global healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services, to capture opportunities arising from population aging, rising healthcare demand, and medical innovation.

Emphasis on Innovation and Growth Potential

Relative to the benchmark, the fund maintains a higher allocation to mid-cap biopharma companies, targeting healthcare businesses with strong innovation capabilities and long-term growth potential through a differentiated portfolio positioning.

Exposure to Global Healthcare Leaders

Invests across global healthcare markets without being limited to a single country or subsector, providing exposure to multinational pharmaceutical companies, innovative biotechnology firms, and leading medical device companies to build a comprehensive healthcare allocation.

ASSET CLASS

Equity

30-DAY AVERAGE VOLUME

N.A.

NET ASSETS OF FUND (AS OF 14 OCTOBER)
USD 0 bn
ANNUALISED YIELD (AS OF 14 OCTOBER)
0 %
P/E RATIO (AS OF 14 OCTOBER)

N.A.

P/B RATIO (AS OF 14 OCTOBER)

N.A.

EXPENSE RATIO (ANNUAL)
0 %

TOP HOLDINGS

(as of 30 September 2026)

YEAR TO DATE RETURNS

PRICE CHART

(Source: Bloomberg)