In the future, the demand for better healthcare services will increase as a result of an aging population that wants to fight disease and improve quality of life. Inevitably health costs will rise and reducing the rate of this increase will be essential, which could lead in turn to a renaissance of the pharmaceutical industry. Recent studies have shown that, spending money on drugs can save money by avoiding other healthcare costs. In fact: one dollar spent in medicine translates into saving 6.2 dollars in healthcare expenditure, playing a vital role in improving healthcare efficiency.
The main objective of SELECTRA Investments Sicav – J. Lamarck Pharma is to profit from a rise in stock prices in the pharmaceutical industry worldwide. The model portfolio consists of mature pharmaceutical corporations and innovative companies with pipelines of products in development in one or several markets. The investment policy will allow the fund to increase total return through an active stock selection of companies that offer the most promising technology platforms.
To achieve this investment objective long only positions are taken in stock issued mainly in developed markets. In order to reduce the overall risk, the fund does not use derivatives (such as futures on single stocks, index futures, warrants or options) to achieve the investment objective.