Tareno Healthcare Fund: Active Investment Strategies in the Global Healthcare Sector
Structural Growth in the Healthcare Sector
The healthcare sector benefits from four key growth drivers: an aging population, rising life expectancy, changing lifestyles, and technological innovations. These trends are driving steadily growing demand for healthcare services, pharmaceuticals, biotechnology, and medical technology.
Healthcare is thus an investment sector with long-term growth potential and a defensive character. It is attractive to investors who wish to combine stability with future-oriented themes.
Why Investing in Healthcare Makes Sense
Healthcare is a fundamental pillar of modern society, essential for maintaining and improving quality of life. Investment in the sector is supported by strong structural growth drivers, including an ageing population, rising chronic diseases linked to lifestyle changes, and increasing healthcare spending, particularly in emerging markets. At the same time, innovation and digitalisation are transforming the sector and creating new growth opportunities.
Two Complementary Healthcare Strategies
Tareno offers access to two clearly distinct investment strategies in the healthcare sector. Both strategies are based on the same disciplined investment approach and the investment team’s many years of expertise in the healthcare sector. However, the investment strategies differ in their focus.
Tareno Sustainable Healthcare Fund
The Sustainable Healthcare Strategy focuses on high-quality companies with robust business models in the global healthcare sector. The strategy centers on innovation, efficiency, and sustainable growth in the healthcare sector, complemented by consistent ESG integration.
Tareno Impact Healthcare Fund
The Impact Healthcare Strategy focuses on companies that make a measurable contribution to improving the healthcare system. This includes, in particular, solutions that improve access to healthcare and prevention, as well as innovations aligned with UN Sustainable Development Goal, SDG 3.
Publications Tareno Healthcare Funds
Here you will find the monthly fund report from Fund Management, as well as selected articles on the healthcare sector. You will gain insights into market trends, current developments, and the positioning of the two healthcare strategies.
Would you like to learn more about our Tareno Healthcare Funds?
We’d be happy to answer your questions or discuss this with you in a no-obligation conversation.