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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

Register here to download our exclusive table of fund manager favourites.

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. 

Is the chief executive of healthcare fund favourite AstraZeneca justifying his handsome salary?

FUND BEST IDEAS: HEALTH
2/6/2021No. Funds
UnitedHealth Group Inc5 (NEW)
AstraZeneca PLC4
Vertex Pharmaceuticals Inc4
Johnson & Johnson3 (NEW)
Abbott Laboratories2
AbbVie Inc2 (+1)
Boston Scientific Corp2
Danaher Corp2
Gilead Sciences Inc2 (-1)
Horizon Therapeutics PLC2 (+1)
Medtronic PLC2
Regeneron Pharmaceuticals Inc2
Thermo Fisher Scientific Inc2 (-1)
Alnylam Pharmaceuticals Inc1 (+1)
Amgen Inc1
argenx SE1
Avantor Inc1
Bio-Rad Laboratories Inc1
Bristol-Myers Squibb Company1 (NEW)
Cigna Corp1
Eli Lilly and Co1
Exelixis Inc1
Illumina Inc1
Intuitive Surgical Inc1 (NEW)
IQVIA Holdings Inc1 (NEW)
Keros Therapeutics Inc1 (NEW)
Merck & Co Inc1
Neurocrine Biosciences Inc1 (NEW)
Pfizer Inc1
Roche Holding AG1
Sanofi SA1 (NEW)
Seagen Inc Ordinary Shares1
Turning Point Therapeutics Inc1
Valneva SE1

 

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.