Tareno Sustainable Health­care Fund

The health­care sector offers attrac­tive long-term invest­ment oppor­tu­ni­ties, driven by struc­tural growth factors such as demogra­phic trends, changing lifestyles, rising prospe­rity in emerging markets, and ongoing innova­tion and digita­lization. The Tareno Sustainable Health­care Fund takes an active, quality-focused approach to capita­lize on these trends.
Auf dem Bild sind ein paar Hände zu sehen, die blaue Handschuhe tragen und eine Petrischale halten. Im Hintergrund stehen Reagenzgläser. Das Bild wurde für die Healthcare Funds verwendet.

Direct Access to the Global Health­care Market

The Tareno Sustainable Health­care Fund offers access to a broadly diver­si­fied universe of global health­care compa­nies. The focus is on high-quality business models with sustainable growth driven by innova­tion and effici­ency. Sustaina­bi­lity conside­ra­tions are an integral part of the research-based invest­ment process and are comple­mented by an estab­lished network of industry experts.

Why Invest in the Tareno Sustainable Health­care Fund? An Overview of the Invest­ment Approach and Key Features

Powerful megatrends

Ageing demogra­phics
Lifestyle changes and associated diseases
Rising emerging middle class and health­care spending
Innova­tion and digita­li­sa­tion

Quality-focused

Funda­mental bottom-up analysis of each invest­ment
Focus on high-quality compa­nies with sustainable business models and strong compe­ti­tive positions
Disci­plined, repeatable invest­ment process with emphasis on intrinsic value and risk control

Experi­enced team

Diverse team combi­ning invest­ment experi­ence, sector exper­tise, scien­tific research, and ESG and impact capabi­li­ties
Long-standing track record in health­care equity investing

Sustainable

Proprie­tary ESG analysis ensures the sustaina­bi­lity of business models
SFDR Article 9: Quali­fied as a sustainable fund under EU regula­tion

Facts­heets & Documents

Here you will find an overview of the facts­heets and documents for all share classes of the Tareno Sustainable Health­care Fund.

Sustaina­bi­lity

You can find all relevant documents from Tareno Health­care Funds related to sustaina­bi­lity issues here.

Publi­ca­tions Tareno Health­care Funds

Here you will find insights into market trends and current develo­p­ments in the health­care sector, as well as the positio­ning of our two health­care strate­gies.

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Tareno Impact Health­care Fund

Discover Tareno’s second Health­care Fund, which focuses on impro­ving access to affordable health­care, preven­tion, and innova­tion and effici­ency in treat­ment methods.

More about our Impact Health­care Fund

Master data

Asset manager Tareno AG
Fund domicile Luxem­burg
Regula­tory status UCITS
Struc­ture SICAV
Category Shares
Fund currency USD
Year-end-closing 30. September
Launch date 21.01.2014
Fund manage­ment Fundrock Manage­ment
Auditor Ernst & Young S.A.
Custo­dian bank Northern Trust Global Services SE
Trading frequency Daily at NAV
Cut-off 15:45
Valuta T + 2
Publi­ca­tion NAV www.swissfunddata.ch
Publi­ca­tion documents www.fundinfo.com
Distri­bu­tion license CH, DE, LU, AT
ISIN LU0996778642
Valor 58920661
Bloom­berg MGHKRAU LX
Facts­heets Link to all share classes

Would you like to learn more about our Sustainable Health­care Fund?

We’re happy to answer your questions or discuss this with you at your conve­ni­ence.