HealthInvest Access Fund
HealthInvest Access Fund started on January 1, 2011 and is a long-only fund with investments in the healthcare sector.
The majority of its holdings are also found in HealthInvest Value Fund. In contrast to Value Fund however, Access Fund is open daily for deposits and redemptions, has a lower minimum deposit (SEK 5 000) and does not invest in the most illiquid healthcare companies.
The investment focus is mainly on micro, small and mid-cap companies. Many of these companies are not extensively covered by research analysts and share prices may hence deviate substantially from the justified values. The fund company believes that the management team’s focus on the healthcare sector, collaboration with external consultant organisations, access to various databases combined with a disciplined investment process increases the likelihood of identifying companies that are undervalued, creating a good foundation for potential high returns for investors.
Investors should have a long-term view of at least three years when investing in HealthInvest Access Fund.