Janus Henderson opens Global Life Sciences Strategy to UK clients
The strategy will aim to outperform the MSCI World Health Care index by at least 2% per annum over the course of a market cycle.
The fund will take positions in firms addressing what it describes as «unmet medical needs» or «aimed at maintaining or improving quality of life». The strategy will aim to outperform the MSCI World Health Care index by at least 2% per annum over the course of a market cycle.
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The established Janus Henderson Global Life Sciences strategy was founded over two decades ago and managers of the US-domiciled sister Global Life Sciences offering, Andy Acker and Dan Lyons, will both oversee the new UK-listed portfolio.
Acker is head of the firm's healthcare sector research team and has been managing the existing thematic offering since 2007.
The pair said the key thematic drivers for the fund will include ageing populations and growing wealth, an increasing demand for healthcare, as well as technology and research & development accelerating the speed to market of new products.
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Acker said: «Unique to the healthcare sector is the disparity of returns between the best performing stocks and the worst. It is the widest of any sector. At the same time, large biopharmaceutical and managed care companies can offer steady returns amid periods of market volatility, thanks to their stable free cash flows.»
Ignacio De La Maza, head of EMEA intermediary and LatAm, said the company was «delighted» to offer access to the fund to UK investors, as they see «global life sciences equities as a core capability of our offering».
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