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Fund managers favourite health stocks

These are the stocks top fund managers are betting will deliver healthy returns
Fund managers favourite health stocks

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of pharma, biotech and healthcare stocks.

Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

FUND BEST IDEAS: HEALTH
27/10/2021No. Funds
UnitedHealth Group Inc5
AstraZeneca PLC4
Roche Holding AG3
Thermo Fisher Scientific Inc3
Vertex Pharmaceuticals Inc3 (-1)
Abbott Laboratories2
AbbVie Inc2
Danaher Corp2
Eli Lilly and Co2 (-1)
Gilead Sciences Inc2
Horizon Therapeutics PLC2
Johnson & Johnson2 (+1)
Pfizer Inc2
Regeneron Pharmaceuticals Inc2
Seagen Inc Ordinary Shares2
Alnylam Pharmaceuticals Inc1 (NEW)
Amgen Inc1 (-1)
argenx SE1
Boston Scientific Corp1
Cytokinetics Inc1 (NEW)
Edwards Lifesciences Corp1
Exelixis Inc1 (NEW)
GH Research PLC1 (NEW)
Intuitive Surgical Inc1
IQVIA Holdings Inc1
Medtronic PLC1
Merck & Co Inc1
Moderna Inc1
Neurocrine Biosciences Inc1
Singular Genomics Systems Inc1
Uniphar PLC1 (NEW)
Valneva SE1 (NEW)

Source: Morningstar

Learn from the best

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.