| OTCM Exchange | United States Country |
This fund specializes in investing primarily in the equities of companies involved in the health care, medicine, or life sciences sectors. A significant strategy involves dedicating at least 80% of its net assets, including any borrowed funds for investment purposes, to the stocks of entities active in these fields. The focus is not limited to domestic markets, as up to 35% of its total assets can be allocated towards international securities, which also encompass emerging market securities. Although the fund is open to investing in companies of varying sizes, there is a deliberate emphasis on allocating the majority of its assets towards large- and mid-capitalization companies, aligning with its risk and growth management strategy.
Investments are primarily focused on companies that are actively engaged in the research, development, production, or distribution of products or services within the health care, medicine, or life sciences sectors. This encompasses a broad range of companies, from pharmaceuticals to biotechnology firms, medical device manufacturers, and companies offering healthcare services and solutions.
The fund has a strategic preference for investing in large- and mid-capitalization companies within the health care and life sciences sectors. This approach is directed towards companies that have established themselves in the market, offering a balance between stability and growth potential within these innovative sectors.
Up to 35% of the fund's assets may be invested in foreign securities, including those within emerging markets. This diversification strategy aims to capitalize on global trends in health care, medicine, and life sciences, beyond domestic markets. It opens up opportunities in countries that are experiencing rapid growth in these sectors or that present unique investment propositions.