Search this website. You can use fund codes to locate specific funds

Impact Report, Q1 2020

Diabetes is one of the world’s four major noncommunicable diseases – and the number of adults with the disease is rising rapidly. In our Q1 2020 report, we explore the diabetes epidemic and innovative solutions to tackle this unmet medical need.

Diabetes: a growing epidemic

In our latest Quarterly Impact Report, we explore the impact theme of health and well-being and demonstrate how two holdings are aligned to it.

Source: International Diabetes Federation, Financial Times, as at March 2020.

One of our current holdings is a  Danish multinational pharmaceutical company which provides products for all types of diabetes treatment needs including its new generation of glucagon-like peptide (GLP-1) products. GLP-1 drugs have better efficacy in managing blood glucose levels and lead to lower cardiovascular and severe hypoglycaemia risks. As such, the treatment has the potential to improve health outcomes with lower comorbidities, while its weight loss benefits could help tackle obesity by helping reset the metabolism to a lower basal rate.

Meanwhile, a US-based medical devices company, a recent addition to our portfolio, is leading the way in changing the standard of care for glucose monitoring in diabetes through its continuous glucose monitoring (CGM) devices. These devices can help sufferers better manage the disease and reduce the costs associated with it. It is the only pure play company in this fast-growing sector and currently holds about 70% market share of the insulin intensive segment in the US.

To find out more, read the full report.

Risk profile
  • This information does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.

More Insights

Webinar: structured credit in a low-rate environment
Andrew Jackson, Head of Fixed Income, is joined by his colleagues in the Credit team to discuss the impact of the crisis on structured credit and the value the asset class can add to a flexible-credit portfolio.
Credit: Industry Insights
Audra Delport, CFA, Deputy Head of Credit Research, discusses the most surprising developments from the Q2 energy earnings season so far.
The end of LIBOR: implications for investors
What will replace LIBOR and other IBORs, and what does this mean for investors?
SDG Engagement Equity commentary: a global leader in the boating industry
We demonstrate how we are engaging with a global leader in the boating industry to create positive impacts on society.
Weekly Credit Insight
US and European credit-market performance diverged significantly in July.
Credit investing in the coronavirus era: 360°, Q3 2020
What is our current view of fixed-income markets? And where do we see the best relative value?