Risk Disclaimer
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Investing in emerging markets is generally considered to involve more risk than developed markets.
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
Countries across the world, particularly during the COVID-19 pandemic, are witnessing the limits of their healthcare systems. Health care costs continue to rise with the increasing prevalence of noncommunicable diseases and an ageing world population.
A communicable virus like COVID-19 is proving to exacerbate these already challenging circumstances. Some developed market countries, such as the United States, are witnessing a notable lack of access to affordable healthcare, considering the significant system cost and incomplete insurance coverage, while other developed market countries, such as the United Kingdom, are struggling with stretched public health systems. Many emerging market countries suffer from gravely insufficient healthcare funding. According to the World Health Organization, as many as five billion people will still lack access to healthcare in 2030 if current global trends persist1.
The Responsible Global Equity Strategy aims to invest in companies seeking to tackle these issues through a range of initiatives, enabling critical clinical research, drug development, affordable medicines, quality treatments, and insurance coverage. These include companies that develop and provide life-saving drugs, quality hospital care, dialysis and home care; companies that support life sciences innovation through consistent
launches of new analytical, diagnostics and nextgeneration sequencing products; exposure to technology companies taking steps to capture healthcare data digitalisation opportunities; and providers of health insurance coverage and services, particularly to senior citizens. Together, our healthcare holdings are actively contributing towards the targets of SDG3 – Good Health and Well-being.
Risk Disclaimer
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Investing in emerging markets is generally considered to involve more risk than developed markets.
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
| Company | No. of employees | Company description | SDG Alignment | Number and subject of engagement(s) |
|---|---|---|---|---|
Becton Dickinson and Co |
70,093 |
Medical technology company which provides a range of medical services and devices such as diagnostic systems, drug delivery systems and infection control products. |
+ Target 3.4; Share of company revenue 23% + Target 3.8; Share of company revenue 77% |
0 |
CSL Ltd |
25,000 |
Producer of pharmaceutical and diagnostic products derived from human blood plasma, including vaccines |
+ Target 3.3; Share of company revenue 11% + Target 3.4; Share of company revenue 84% |
0 |
CVS Health Corp |
290,000 |
Operator of retail pharmacies, mainly in the US. |
+ Target 3.8; Share of company revenue 98% |
1: Public health, Corporate governance |
Fresenius SE & Co KGaA |
294,134 |
International health care group whose specialisations include dialysis and related technologies. |
+ Target 3.4; Share of company revenue 49% + Target 3.8; Share of company revenue 51% |
4: Labour standards, Public health, Corporate governance |
Henry Schein Inc |
19,000 |
Distributor of healthcare products and services, including dental and pharmaceutial products, to healthcare practitioners. |
+Target 3.8; Share of company revenue 68% +Target 8.2; Share of company revenue 4% |
0 |
Hoya Corp |
37,412 |
Manufactures electronic and optics products including eyeglasses and contact lenses, medical products, and other industrial solutions. |
+ Target 3.8; Share of company revenue 66% + Target 8.2; Share of company revenue 33% |
5: Climate change, Human rights, Labour standards, Public health, Corporate governance |
Humana Inc |
46,000 |
US health insurance company, with individual, corporate and government-sponsored clients. |
+ Target 3.8; Share of company revenue 100% |
0 |
Kerry Group PLC |
25,255 |
International food corporation, whose products include ingredients as well as a wide range of ready-made foods and snacks. |
+ Target 2.1; Share of company revenue 80% |
3: Climate change, Environmental stewardship, Public health, Corporate governance |
QIAGEN NV |
5,100 |
Specialises in testing technologies, particularly disease testing in the pharmaceutical, life sciences and healthcare areas. |
+ Target 3.8; Share of company revenue 100% |
2: Environmental stewardship, Public health, Corporate governance |
Shimano Inc |
11,380 |
Manufacturer of products for cycling, rowing and fishing. |
n/a |
0 |
Thermo Fisher |
75,000 |
Manufacturer of a wide range of scientific instruments, chemicals and related products to the medical and scientific communities. |
+ Target 3.4; Share of company revenue 39% + Target 3.8; Share of company revenue 61% |
0 |
VF Corp |
75,000 |
Apparel company, particularly well-known for its leisure and sports clothing and footwear. |
n/a |
2: Environmental stewardship, Labour standards |
1 Source: World Health Organization, Universal Health Coverage Monitoring Report, 22 September 2019. https://www.who.int/news-room/detail/22-09-2019-countries-mustinvest-at-least-1-more-of-gdp-on-primary-health-care-to-eliminate-glaring-coverage-gaps
Where company revenues do not add to 100%, then there is no SDG link for the remainder of the business revenues
For Professional Clients and/or Qualified Investors only
