The Era of Driving Medical Innovation to The Health Industry Transformation

GHEALTH

“How much are you willing to pay for keeping you or your loved ones alive?” 
“If you can choose, you will get the disease and treat or prevent it to avoid/decrease the severity of the illness?” 


If your answer is fully willing to pay and want to prevent disease and get appropriate treatment. You should not miss the content!

When complex and enormous health information is combined with advanced technology evolution, the health industry's world has changed in a big way.

  • The human body is highly complex and has a million elements that affect health differently. Human beings cannot collect those data in detail enough to be processed and analyzed.
  • It is currently approaching the confluence of complex and enormous health information with advanced technological evolution, such as Artificial Intelligence, Advanced Processing, Genomics, Genetic Engineering, Molecular Biology and Nanotechnology, to overcome the terrible disease of humankind.
  • The genetic decoding of the virus for the Covid-19 coronavirus takes just one month to create a "perfect" human. Even it is a nature challenge, it will be just a few steps ahead of all humanity.
     

When a painkiller is not the answer to everything

Healthtech​

We are living in a transitional age from
•    Trial and error to being data-driven
•    One-size-fits-all medicine to personalized therapies
•    Treatment to prevention

Principal Global Health Innovation Fund (PRINCIPAL GHEALTH) 

(This master fund is concentrated in the healthcare industry. Therefore, there is a risk that investors might lose their investment massively)

Health Innovation Stock Fund: An investment opportunity in the midst of a major transformation of the medical community.

Principal Global Health Innovation Fund (PRINCIPAL GHEALTH) invests in Baillie Gifford Worldwide Health Innovation Fund (main proportion) and Credit Suisse (Lux) Digital Health Equity Fund. 

The highlight is the search for a company that will revolutionize humanity's future medicine by the fund management team who graduated in several faculties from the world's top universities such as medicine and biochemistry. They are working through the perspective of investing in unregistered companies and small companies under the ecological network of doctors, scientists, experts, thought influencers, entrepreneurs, public institutions and educational institutions worldwide.
 

PRINCIPAL GHEALTH Fund invests in all Value chain  

Value Chain​

(1) Understanding diseases – Illumina, Genomics Company, manufactures DNA sequencing machines to analyze human and pathogenic genetic variations.
(2) Diagnostics – Exact Sciences, a Molecular diagnostics company, the intellectual property owner, Cologuard test. They have early detection of fecal cancer, there is efficiency up to 92% including technology to detect liver cancer and kidney cancer.
(3)Treatment – Moderna, mRNA Therapeutics Company, has a treatment for plague, cancer, heart disease, hereditary disease and rare disease.
(4) Prevention – Livongo, a chronic condition management company, connects via smart devices to cure disease such as diabetes, high blood pressure, and recommend plans for exercise and health care.
(5) Operational Efficiency –Teladoc, a telemedicine company, addresses medical and mental health problems including doctor shortages, patients get more comfortable, and save time and lower prices.
 

It also includes other medical technologies such as CRISPR Gene editing, Gene therapy, Immunology, Targeted Therapeutic, Agricultural Biology Bioinformatics, Stem cell transplant, etc.

The PRINCIPAL GHEALTH fund covers opportunities in the rapidly growing medical industry. 

For example;

  • The telemedicine market will grow 33% compounded per year (Source: Fortune Business Insight, 2018-2026).
  • Next-Generation Sequencing Market will grow 20% compounded per year (Source: Global Market Insights, 2018-2025). 
  • Custom Cancer Vaccines Market will have more than 60% market share by 2024 (Source: Markets Insider, 2019) and etc.

See the PRINCIPAL GHEALTH fund through the outstanding performance of the Master Fund.

Baillie Gifford Worldwide Health Innovation Fund and Credit Suisse (Lux) Digital Health Fund generate returns 85% and 87% respectively, it is 68% and 70% in order higher than the MSCI World AC Index while Baillie Gifford Worldwide Health Innovation Fund significantly limits downside risks. (Source: Bloomberg, 1 Jan-31 Dec 2020)

PRINCIPAL GHEALTH Fund has an appropriate investment value

When considering Enterprise value-to-sales, it indicates that the stocks in the fund are cheaper. Analysts evaluate buy advice and consider from P/E that MSCI World Healthcare Index has the highest discount price since 2011, 28% compared to the S&P500 (Source: Bloomberg, December 2020).

The prominent point of PRINCIPAL GHEALTH Fund

Global Health​

1.The Master Fund invests in the stocks of healthcare businesses that have medical innovation covering the value chain through a frameless investment analysis with questions ‘What if’, for examples;


o    “Why does this company need it in the future?”
o    “What is the evidence that shows how the company cares about patients?”
o    “How could be sure that the company will generate at least 2.5 times the return in 5 years?"
o    ” How much will revolutionize the future of the healthcare system?” 

2. The market size depends on the global customer base both with and without health problems.
3. There is outstanding past performance and significantly limit downside risks.
 

Initial public offering (IPO) on January 27 - February 3, 2021

For further information about Principal GHEALTH, click https://www.principal.th/en/principal/GHEALTH-A

To see other mutual funds, click https://www.principal.th/en/mutual-fundth

 

Disclaimers

  • Investors should understand the product type (fund), conditions, returns, and risk before deciding to invest.
  • The Fund might use futures contract as a tool for hedging foreign exchange risk of funds but also depends on the discretion of Fund Manager.
  • This fund is invested in foreign countries and might have risks associated with the exchange rate. Investors might lose or gain profit from the exchange rate or receive a refund lower than the initial investment.
  • This master fund is concentrated in the United States; therefore, investors should consider the diversification of their overall portfolios as well.
  • This master fund is concentrated in the healthcare industry. Therefore, if there is a negative factor that affects investment, investors might lose their investment massively. 
  • Investor should study and understand the prospectus before deciding to invest.
  • Previous performance could not guarantee future performance
  • The company reserves the right to change the type and special characteristics of mutual funds in the future to feeder fund or mutual funds that invest directly in securities and assets both in the country and/or abroad, or return to fund of funds without increasing the investment risk level, with all of these, it is depended on the discretion of the fund manager.

 

Principal Asset Management Company Limited
44 CIMB THAI Building, 16th Floor, Langsuan Road, Lumphini, Pathum Wan District, Bangkok 10330
Tel. (02) 686-9595 / Fax. (02) 657-3167
www.principal.th

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