Health is a mega trend. The experienced specialists at Apo Asset Management GmbH (apoAsset) and Medical Strategy GmbH are closely following this trend. You have been investing with the equity fund for over ten years apo Medical Opportunities healthcare companies from different sectors. The multiple award-winning fund in focus invests in the most promising stocks from areas such as biotechnology, pharmaceuticals, medical technology, services and IT. The fund management attaches particular importance to a balanced relationship between industry sizes and promising smaller companies.
The goal of constant, above-average growth is successfully pursued, even in difficult stock market phases. The “€uro Fund Award 2018” and the €uro FundNote 1 prove the success of the fund concept.
Health grows particularly strongly and stably in the long term
The world healthcare market is growing exceptionally strong and stable at the same time – and not just over years, but over decades. There are five strong reasons for this megatrend:
1. Health comes first – even in crises.
Growth is relatively independent of economic cycles.
2. Demographic change (“Silver Agers”).
With increasing life expectancy, the need for medical services is increasing worldwide.
3. The rise of emerging markets
Due to the growing middle class, medical demand is increasing. 95 percent of the Chinese already have health insurance.
4. Innovations help to heal
Historically unparalleled innovative strength: over 2,000 new substances have been developed.
5. The digital transformation
About 80-90 percent of the healthcare market can become more efficient through digital technology. Global digital health sales will grow by around 20 percent pa by 2020