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Future of Healthcare

The Future of Healthcare Fund provides wholesale investors with the opportunity to invest with a highly experienced healthcare team investing to generate long term capital growth from investments that enhance health and wellbeing.

The Future of healthcare Fund is being transitioned from Australian Unity to Perennial Partners

 

    1. Perennial Value Management Limited has been appointed the Investment Manager for the Fund.
    2. Australian Unity Funds Management Limited (AUFM), being the Trustee of the Fund, will formally retire as Trustee of the Fund, and will be replaced by Perennial Investment management Limited. This transition is expected to occur this year.
    3. In the interim, the Information memorandum will continue to be issued by AUFM as Trustee, and AUFM will also be managing the application process and Fund registry functions for a period of time to ensure a smooth transition of Fund operations.
    4. Hence, you may be redirected to the AUFM Future of Healthcare website page when you click on a link on this page.
    5. Contact the Perennial Distribution Team ( link below) if you have any queries.
Description

The Future of Healthcare Fund makes targeted investments in health services, pharmaceuticals, biotechnology, medical technology, health IT, life sciences companies that seek to significantly impact clinical outcomes worldwide, this potential ultimately drives the financial returns for the Fund’s investors

Objective

Primary objective: To generate long-term capital growth from providing strategic capital investment to address key issues of an ageing population, rise of chronic disease, disability, mental health and wellbeing.

Investment Strategy

The Future of Healthcare Fund intends to have two primary allocations that are aligned with the Fund’s investment objective (including investments relating to the health, retirement and aged care sectors):

  • Venture capital and private equity – predominantly growth investments in innovative businesses; and
  • Listed equities – investments in domestic and international companies.
Unit Price (Entry)

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Latest Commentary

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Factsheet
Platforms and Ratings
Latest Financial Report
Historical Unit Prices

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Unit Price (Exit)

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Information Memorandum
Individual Application Form
SMSF Application Form
Trusts & Companies Application Form
Additional Application Form

Start investing in a blend of innovative healthcare companies today.

If you have any questions regarding the Future of Healthcare Fund, please get in touch with one of our Investment Specialists.

Risk/Return profile

High

Minimum investment

$20,000

Income distribution

Annually (if any)

Minimum recommended investment period

5+ years

Commentaries Archive

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