Beta-Health Fund
Healthcare and Life Sciences: Up to 12 months
Portfolio Fund Target
~ 50,000
Strategy Focus
Biotechnology Growth
Target Size
$250m
Investment Objectives
Intro to Beta Vantage Fund
-
Capitalize on the dynamic advancements and innovations within the healthcare industry, aiming to leverage the growth potential presented by medical breakthroughs, pharmaceuticals, biotechnology, and healthcare services.
-
From established pharmaceutical companies to emerging biotech startups, our strategic allocation offers a balanced exposure to different sub-industries, reducing concentration risk and enhancing overall stability.
- Our experienced team of healthcare sector specialists conducts rigorous research and due diligence to identify high-potential opportunities, contributing to the fund's ability to generate profitable outcomes for our valued investors
Benefits to Investors
- The fund's careful selection of companies and thorough risk assessment help mitigate potential downsides, offering a balanced approach to risk management.
- Instead of conducting individual research and purchasing multiple stocks, investors can rely on the fund's expertise to navigate the complexities of the healthcare market effectively.
- The Beta Vantage Fund offers investors exposure to the healthcare sector, a rapidly evolving industry with substantial growth potential.
Team
-
David Morrison, BioTech Strategies: With a background in finance and a keen interest in biotechnology, David Morrison is one of the founders of BioTech Strategies. He specializes in identifying and investing in groundbreaking biotech startups.
-
Natalie Simmons, MedTech Visionary Fund: Natalie Simmons is a seasoned fund manager with a focus on medical technology. She has a track record of identifying and supporting innovative medical device companies.
- Mark Thompson, Health Services Investments: Mark Thompson, a seasoned investor in healthcare services, manages Health Services Investments. He focuses on companies providing innovative solutions within the healthcare administration and service sectors.
-
Alex Mitchell, Global Health Ventures: Alex Mitchell has extensive experience in global healthcare investments. As the founder of Global Health Ventures, he navigates international markets, seeking opportunities in pharmaceuticals and healthcare services.
Highlights
Investment Structure
Investors looking to benefit from the growth and innovation within the healthcare sector often consider healthcare sector funds as a way to diversify their portfolios and participate in the healthcare industry's ongoing development.
Pioneering Medical Breakthroughs:
The fund is dedicated to identifying and supporting pioneering medical breakthroughs that have the potential to transform the healthcare landscape. By investing in cutting-edge technologies and research, the fund aims to participate in the development of revolutionary solutions with far-reaching impacts.
Global and Diverse Portfolio:
The fund aims to curate a global and diverse portfolio, encompassing healthcare companies from different regions and sub-industries. The objective is to harness opportunities across the healthcare ecosystem, providing investors with exposure to a comprehensive range of growth prospects.
Investor Education and Empowerment
The fund uniquely emphasizes investor education and empowerment. The objective is to foster informed decision-making by providing educational resources and insights on healthcare industry trends, enabling investors to understand the rationale behind their investments.
Anticipating Future Trends
As a distinctive objective, the fund actively anticipates and invests in future healthcare trends. The objective is to position the portfolio to benefit from emerging opportunities and transformative shifts in the healthcare landscape, ahead of mainstream recognition.
Elevating Healthcare Outcomes
Beyond financial returns, the Beta Vantage Fund aspires to elevate healthcare outcomes by supporting companies that drive advancements leading to improved patient care, disease management, and overall health and well-being.
Responsible Growth with Positive Impact
While pursuing attractive returns, the fund uniquely prioritizes investments in companies that demonstrate responsible growth and contribute positively to society. The objective is to invest in businesses that align with ESG principles, promoting ethical practices and sustainable outcomes.
Illustrative Portfolio Diversification
-
INVESTMENT NAME
Beta-Health Fund
-
Strategy
Biotechnology Growth, Portfolio
-
Geography
European, North America
-
Investment Period
Up to 12 Month
-
Closing date
2026-01-03
-
Min. Investment
$1,000
-
Max. Investment
$24,999
-
Surge Percentage
1.35 %
-
Surge Duration
4 Week(s)
-
Tri-Weekly Dividend
1.05% - 1.25%
-
Min Withdrawal
$10
-
Max Withdrawal
$10,000
-
Staking Interest
1.30%
-
Diverse Staking Ratio
(SI) 80 : 20 (FB)