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Lauxera HealthTech
The sector expertise of a HealthTech specialist combined with the experience of Pergam managers
The objective of the fund is to invest in the HealthTech sector to obtain a performance greater than MSCI World HealthCare
Investment Strategy
HealthTech brings together fast-growing companies in the medical sector that use new technologies to offer sustainable solutions for prevention and care, linking health care and innovation.
The complementarity of two experts: Lauxera, an expert company in the field of HealthTech, brings its in-depth knowledge of the sector. Pergam constructs the portfolio, optimises the investment timing and the weight of the positions.
The investment process:
Extensive private equity due diligence. A concentrated portfolio of approximately 30 stocks.
Sustainable finance:
Lauxera HealthTech is an SFDR Article 8 fund.
Lauxera HealthTech is a sub-fund of the Pergam Funds SICAV in compliance with the UCITS Directive.
88.86
VL €
( part IE )
92.4
VL €
( part RE )
94.89
VL $
( part IU )
93.99
VL $
( part RU )
AUM : 7.3 M€
01/06/2023
ISIN code euro share IE:
FR001400A6U8
ISIN code dollar unit IU:
FR001400A6W4
Legal form:
SICAV UCITS V under French law
Classification:
International Equities
Depositary:
ODDO BHF
Risk profile:
1 2 3 4 5 6 7
Recommended investment period:
7 ans
Valuation / Liquidity:
Daily
Management fees:
1.6% incl. tax for RE and RU shares / 1% incl. tax for IE and IU shares
Performance fee:
15% when annualised performance exceeds the MSCI World Health Care Net Total Return
Movement commission:
0%
Subscription/redemption fee:
2% max, not accruing to the fund for share subscriptions
None for redemptions
None for redemptions
Countries authorised for marketing:
France
As the fund is less than one year old, the performance graph is not available.
First STOCKS lines in portfolio (as of 28/04/2023 )
Geographical distribution cash excluded (as of 28/04/2023 )
Performance is not constant over time and does not indicate future performance.
The sub-fund of the SICAV, which is incorporated under French law, is authorised for marketing in France. The risks and costs associated with investing in a UCITS are described in the Key Investor Information Document for this UCITS, which can be downloaded from this website. Pergam invites those concerned to take note of it. The Key Investor Information Document must be delivered to the subscriber prior to subscription.
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