Tareno Impact Healthcare Fund

The Tareno Impact Healthcare Fund is committed to addressing healthcare challenges faced by underserved populations without compromising investment performance.
Eine Krankenschwester hält die Hände einer älteren Person, um sie zu trösten. Das Bild wurde für den Tareno Healthcare Fund verwendet.

The Tareno Impact Healthcare Fund: Access, Prevention, and Innovation as Drivers of Sustainable Growth

Despite significant progress, structural inequalities persist in the healthcare sector. These inequalities lead to funding gaps, but at the same time present opportunities to improve access and treatment outcomes. This is precisely where the Tareno Impact Healthcare Fund comes in.

It invests in companies that address UN Sustainable Development Goal (SDG) 3: “Good Health and Well-being.” The focus is on solutions to improve access to high-quality, affordable healthcare for underserved populations. Early detection and preventive approaches are also supported to improve treatment outcomes and reduce costs. Additionally, the fund invests in innovations that address unmet needs and increase efficiency in the healthcare sector.

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

Impact-focused

Fundamental bottom-up analysis of each investment
Investment in innovative, purposeful companies addressing health-related UN SDGs
Assessment of each investment using the Impact Management Project (IMP) five-dimension framework
Disciplined, repeatable investment process

Desired impact outcome

Access & Affordability: Increase access to healthcare services and reduce inequalities
Prevention: Shift to preventive healthcare and early intervention
Innovation: Development of affordable and effective healthcare solutions

Experienced team

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

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 fact sheets and documents for all share classes of the Tareno Impact 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 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.

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Tareno Sustainable Healthcare Fund

Discover Tareno’s second Healthcare Fund, which focuses on high-quality companies, innovation, and efficiency in the global healthcare sector.

LEARN MORE

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 01.10.2020
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 LU2207278073
Valor 5760939
Bloomberg KGIHAUA LX
Factsheets link to all factsheets

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

We’d be happy to answer your questions or arrange a no-obligation consultation.