Top Funds in the Healthcare Sector (from 18/11/2021 to 18/05/2022)

With central banks raising interest rates in response to high inflation, market participants are concerned about the robustness of economic growth. It is therefore interesting to examine the risks and opportunities related to the evolution of the yield curve, which reflects their expectations for growth.

Two anticipation scenarios:

A steep curve: the economy is heading towards strong growth with a gradual increase in interest rates by central banks; this is beneficial for cyclical equity funds such as the “Industrial Equipment” category
A flat curve: the economy is heading towards weak growth with a more significant rate hike by central banks; a less positive scenario where defensive equity funds such as the “Healthcare” category allow exposure to a positive but more volatile market.

Using our fund advisory platform, we have highlighted the best-performing funds in these two categories over the last 6 months.

APICIL Asset Management : Gregory Juignet Polar Capital : Kyffen Allen Financière de l’Arc : Arnaud Benoist-Vidal , Axelle Riesi BlackRock : Olivier Taek , Ivana Davau NN Investment Partners : Jeff Meys

Past performance is not indicative of future results. Fees are included in the performance figures. The content above does not constitute investment advice. It is an objective analysis of financial information.