您的投資組合是否健康?

Published: 20/04/2021


Investor Knowledge +  10 Minutes = New Thinking

Personal health is arguably our greatest asset. Good health provides us hope, opens doors to pursue our passions, and allows us to enjoy life to the fullest. Around the world, healthcare has largely been adopted as a human right, with governments, individuals, and corporations investing ever increasing amounts into providing healthcare.

For investors, Healthcare is a highly attractive sector deserving of a core long-term position in many portfolios. The sector benefits from many attractive attributes, including strong growth, inelastic demand, and low sensitivity to the economic cycle. Combined, these factors have allowed the sector to post earnings growth and returns ahead of the broader equity markets over the long-term - a trend we expect will continue in the years ahead.

Building a healthy portfolio

With this in mind, TD Asset Management Inc. (TDAM) recently created an article titled Building a Healthy Portfolio that discusses how the Healthcare sector benefits from strong secular tailwinds and how these tailwinds are anticipated to remain in place for many years.

The article also takes a deeper dive into the current trends to help illustrate how the sector's strong growth has, and continues to be, mainly driven by two secular drivers - a growing and aging global population (demographics), as well as a continuous stream of innovations.

Now, if there was only an investment solution to help take advantage of these trends…

An ETF with broad Healthcare exposure

At TDAM we are committed to providing one of the broadest offerings of investment solutions in Canada and the essential building blocks needed to help you construct a well-thought-out portfolio. That’s why we’ve recently launched the TD Global Healthcare Leaders Index ETF (TDOC).

The primary goal of TDOC is to provide investors with broad based global exposure to Healthcare, in order to capitalize on the secular trends driving growth in the sector - without the risk of investing in a narrow niche or industry group. TDOC provides exposure to nearly 140 mid, large and mega-cap names, capturing both mature industry leaders and healthcare innovators. This includes Pharmaceuticals, Biotechnology, Life Science Tools, Healthcare Equipment, Healthcare Services, and Health Technology.

What separates TDOC from the rest?

並非所有交易所交易基金(ETF)都是相同的。 One unique aspect of TDOC is that it caps the weight of individual securities at 2% and excess weight is redistributed to other index components on a pro-rata basis at each rebalancing interval. This tilts exposure away from slower growing mega-cap pharmaceutical companies, with the weight redistributed to faster growing biotechnology, health equipment, life science tools, and healthcare technology.

TDOC is designed to help meet the evolving needs of investors and include strategies that we believe are truly distinctive in the marketplace. Our offering provides greater choice and opportunity for investors in the fast-growing Canadian ETF market.

For more information about TDOC, please visit TD.com/ETFs.

本文所含資訊由道明資產管理有限公司提供,僅供參考。內容乃出自可靠之來源匯編而成。本文並不提供任何財務、法律、稅務或投資建議。衡量個別投資、稅務或交易策略時,應考慮個別人士的目標和風險承受能力。

本文檔中的部分陳述可能包含預測性的前瞻性陳述(「FLS」),其中包含「預計」、「預期」、「打算」、「認為」、「估計」和類似的前瞻性表述或其否定形式。前瞻性陳述基於當前對未來普遍的經濟、政治、相關市場因素(例如利率和匯率、股票和資本市場)以及普遍經營環境的預計和預測,並假定不發生稅法或其他法律或政府管制方面的任何變動或災難事件。對於未來事件的預計和預測本身受無法預見的風險和不確定性的影響。此等預計和預測可能在未來並不準確。前瞻性陳述不是對未來表現的保證。實際發生的事件可能與前瞻性陳述明示或暗示的事件存在實質差異。包括上文所述各項因素在內的多個重要因素均可能造成這種背離。您不應在任何程度上依賴於前瞻性陳述。

The TD Global Healthcare Leaders Index ETF ("TD ETF") is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive Global Healthcare Leaders Index (CA NTR) ("Index") and/or any trade mark(s) associated with the Index or the price of the Index at any time or in any other respect.指數由Solactive AG計算和發佈。Solactive AG會盡一切努力確保指數計算正確。無論對道明資產管理的義務為何,Solactive AG均沒有義務向第三方指出指數的錯誤,包括但不限於投資者和/或TD ETF的金融中介。Solactive AG的發佈指數或出於與TD ETF結合使用的目的而提供指數的許可或任何與指數相關的商標,均不構成Solactive AG鼓勵投資於TD ETF的建議,也不代表Solactive AG對投資於此TD ETF的保證或意見。

TD ETF由道明銀行全資子公司道明資產管理有限公司管理。

所有商標均為其各自所有者的財產。

®TD標識和其他商標為道明銀行或其子公司的財產。


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