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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
10/5/2022No. Funds
AstraZeneca PLC6 (+1)
UnitedHealth Group Inc5
Roche Holding AG4 (+1)
AbbVie Inc3
Gilead Sciences Inc3 (+1)
Regeneron Pharmaceuticals Inc3 (+1)
Thermo Fisher Scientific Inc3
Vertex Pharmaceuticals Inc3
Amgen Inc2
Eli Lilly and Co2 (+1)
Horizon Therapeutics PLC2
Pfizer Inc2 (+1)
Abbott Laboratories1 (-2)
Biohaven Pharmaceutical Holding Co Ltd1
Biomarin Pharmaceutical Inc1 (NEW)
Boston Scientific Corp1
Bristol-Myers Squibb Co1
CVS Health Corp1
Cytokinetics Inc1
Danaher Corp1
Edwards Lifesciences Corp1
Exelixis Inc1
GH Research PLC1
Illumina Inc1
Intuitive Surgical Inc1
Johnson & Johnson1
Medtronic PLC1
Seagen Inc Ordinary Shares1
Stryker Corp1
Uniphar PLC1
Stryker Corp1
Uniphar1

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.