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Why invest in healthcare?

People in the United States spend USD 4.4 trillion on healthcare annually, that figure exceeds the combined GDP of the UK and the Netherlands. This spending is increasing due to an ageing population, a growing demand for personalised treatments, and rising healthcare costs. The US healthcare system, like those in other developed nations, is facing challenges with affordability, prompting calls for reform to improve outcomes and efficiency. Companies offering innovative solutions in this space are likely to see strong demand, particularly as the US market continues to grow and evolve with a focus on both public and private providers.

A megatrend and powerful innovation in one 

  • The world’s population is increasing and aging at the same time. Lifestyle diseases are on the rise worldwide. Households in emerging markets have become richer. Demand for healthcare products and services is increasing around the world in the wake of these developments.
  • The global growth of the healthcare industry has outpaced world GDP growth during the past decade.
  • Healthcare expenditure does not fluctuate much because there is little correlation between the underlying demand for healthcare and the economic cycle.
  • The innovative power in life sciences, driven by tremendous research and development efforts, makes this investment universe all the more attractive

  • 10.8%

    of global GDP goes to healthcare, 
    led by the US at 17.3% of GDP
     

  • USD 186 bn

    global spending on 
    pharmaceutical R&D in 2020
     

  • 55

    new drug approvals by the U.S. Food 
    and Drug Administration (FDA) in 2023, 
    the second highest number ever 

What does this mean for investors? 

The global megatrend of healthcare offers investors better-than-average long-term growth potential with an ideal risk/reward profile. Given the depth and breadth of the healthcare market, ranging from medicines and medical technology to healthcare services and other segments, it presents a more diverse range of investment opportunities than other sectors, on top of the attractive return potential. Because this market is so complex, an active fundamental-based investment approach is recommended, which makes a variety of promising and innovative investment strategies possible. The complexity and the dynamics of the healthcare market not only speak in favor of active investment management strategies, they also call for specific expertise in every area of the healthcare sector. 

Why invest in active management?

At Bellevue Healthcare Trust, we believe in the power of active management to unlock the growth potential in the healthcare sector. As an actively managed healthcare fund, our investment strategy focuses on identifying and capitalising on the exponential growth opportunities within the industry. By leveraging expert insights and in-depth analysis by our fund managers, we aim to deliver superior returns for our investors while navigating the dynamic landscape of healthcare innovation.

Why invest in Bellevue Healthcare Trust? 

Bellevue Healthcare Trust plc invests in 35 diverse healthcare companies, so it is highly concentrated and only targets businesses it knows in detail and who are poised to benefit from growing healthcare demand. Unrestricted by company size, sector, or location, the trust focuses solely on investments it believes will add value. It aims to deliver an annual dividend of 3.5% of net asset value, funded primarily from capital rather than just dividends.

Explore Bellevue Healthcare Trust