Tracker Certificate on the China Healthcare Basket
The Chinese healthcare industry presents a truly remarkable growth story, driven by an ageing population, strong catch-up potential in healthcare spending relative to global standards and ample policy support.
Ongoing healthcare reforms in China are focused on cost control: they are expected to reduce waste and redundancy, focus on better medical drugs and devices, increase efficiency overall and enhance the quality of the care which the public receives.
Over the past few years, the Chinese government has stepped up its reforms in the medical drugs and devices market in particular, aiming to deliver cost savings to end-patients, as well as promote high product quality and foster domestic innovation.
Julius Baer Next Generation Research continues to primarily favour innovative, domestic medical drugs and device manufacturers with strong research and development capabilities as well as broad and diversified product pipelines.
We recommend participating in this theme by investing in a tracker certificate that provides access to the long-term secular trend of rising affluence and ageing in China, which is driving drug, hospital and healthcare technology markets.
The Julius Baer Tracker Certificate on the China Healthcare Basket 2018-B consists of 11 shares and allows the investor to fully participate in the performance of the underlyings.