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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

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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. 

Why are do fund managers love AbbVie?

Will GSK come from the back to beat the UK's vaccine firebrand AstraZeneca?

FUND BEST IDEAS: HEALTH
24/02/2021No. Funds
UnitedHealth Group Inc5
Abbott Laboratories3
Alexion Pharmaceuticals Inc3 (+2)
Johnson & Johnson3 (+1)
Roche Holding Ag Dividend Right Cert.3 (-2)
Thermo Fisher Scientific Inc3 (-1)
Vertex Pharmaceuticals Inc3 (-1)
AbbVie Inc2 (+1)
Astrazeneca Plc2 (+1)
Gilead Sciences Inc2 (+1)
Regeneron Pharmaceuticals Inc2
Align Technology Inc1
Amgen Inc1 (-1)
Avantor Inc1
Becton, Dickinson and Co1
Biogen Inc1
Biomarin Pharmaceutical Inc1
Boston Scientific Corp1
Danaher Corp1
Eli Lilly and Co1 (NEW)
Horizon Therapeutics PLC1
Humana Inc1 (NEW)
Incyte Corp1
Intuitive Surgical Inc1 (NEW)
Medtronic PLC1
Merck & Co Inc1
Neurocrine Biosciences Inc1
Novartis Ag1 (NEW)
Novartis AG ADR1
Pfizer Inc1
Sanofi SA1
Seagen Inc Ordinary Shares1
Stryker Corp1 (-1)
Turning Point Therapeutics Inc1 (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.