Digital Health
Technology revolutionizing health care
Digital health solutions are transforming the health care landscape. Our investment teams use propriety research and industry expertise to find opportunities in one of the fastest-growing segments in health care.
Why invest in digital health?
Digitalization is revolutionizing the health care sector.
With research and development contributing to breakthroughs that would previously have been unimaginable, it has the potential to markedly improve the quality of medical services and curb rising costs.
Digital health is one of the fastest growing segments in health care, opening up attractive prospects for investors with long-term investment horizons.
Digitalization as a growth driver
The medical world is far from immune to the effects of the digital revolution; indeed, the health care sector offers particularly fertile ground for the methods and tools used in digitalization. Many areas of research in medicine today, such as genetic sequencing and the genetic analysis of entire population groups, feature an extremely high density of data.
Support from systems that make use of artificial intelligence (AI) can considerably speed up this type of work. Digitalization also allows existing processes to be applied in a way that is not only more precise, but also faster and entails fewer side effects – a prime example being robots in operating theaters. Furthermore, with factors such as the increasing complexity of modern medicine and demographic changes (for example the aging population) driving health care costs upward at an alarming rate, digitalization can also help by improving efficiency through the optimization of digital processes. This constellation makes digital health a real growth market.
Our digital health investment fund
The Credit Suisse (Lux) Digital Health Equity Fund offers investors the opportunity to invest in three subthemes: research and development, treatments, and efficiency. The fund focuses on pure-play1 companies that have developed innovative technology applications capable of fundamentally changing the health care system, lowering the cost of health care, and/or improving patient outcomes. The portfolio typically consists of 40 to 60 stocks selected through bottom-up fundamental analysis.2
The fund applies exclusions and integrates ESG3 considerations into the investment process in line with the principles of the Credit Suisse Asset Management’s Sustainable Investing Policy.
Risks
- The fund provides no capital protection. Investors may lose part or all of the invested capital.
- Equity markets can be volatile, especially in the short term.
- A slowdown in global economic growth could have a negative impact on portfolio companies and equity markets in general.
- Political developments in the health care sector may have an adverse impact on the fund’s performance.
- Portfolio companies are exposed to competition risk associated with the threat that a better technology or a more innovative solution will be launched on the market.
- Exposure to small- and mid-cap securities may result in higher volatility and may result in increased liquidity risk.
- Exposure to early-stage and highly innovative companies may result in significantly higher volatility.
- In the case of significant inflows or outflows, a disparity in the value date of stocks from different countries may result in unintended short-term currency exposures.
Investment possibilities
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Get in touch with Asset Management
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The full offering documentation including complete information on risks may be obtained free of charge from a Credit Suisse client advisor, representative, or, where applicable, via Fundsearch (credit-suisse.com/fundsearch).
1 We define a pure player as a company in which at least 50% of revenue comes from the digital health theme.
2 An investment approach that focuses on the analysis of individual stocks and de-emphasizes the macroeconomic environment.
3 ESG stands for environmental (E), social (S), and governance (G). For further information about the ESG investment criteria and the sustainability-related aspects of the fund, please consider the legal and regulatory documents of the fund (e.g. the prospectus) and visit credit-suisse.com/esg. In addition to sustainability-related aspects, the decision to invest in the fund should take into account all objectives and characteristics of the fund as described in its prospectus or in the information which is to be disclosed to investors in accordance with applicable regulations.
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