Biotech
Playbook

How to invest in biotech

Biotech:  a future of infinite possibilities

FUND PERFORMANCE chart data is in percentages and valid as of 31/8/2021
Beyond a pandemic: where next for biotech?
'It will take three years to find a vaccine for coronavirus,' most experts said. The world cracked it in nine months. Where's the next frontier for biotech?
Listen to our podcast about investing in biotech
Active
Plays
Three best active funds
Active biotech fund managers have to balance investing in the giants of the sector with the riskier startups which have the ability to make crucial breakthroughs in drug discovery
Active Play
Polar Capital Biotech
Started
Oct-13
On Benchmark
Active Play
AXA Framlington Biotech
Started
Nov-01
On Benchmark
Active Play
HBM Global Biotechnology
Started
Dec-11
On Benchmark
Active Play
Polar Capital Biotech
Started
Oct-13
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
David PinnigerDavid Pinniger
David Pinniger
David Pinniger
David Pinniger
AA
-
Benchmark
NASDAQ Biotechnology Net Total Return
3-year total return % (USD)
58.90%
Holdings
50
Biggest holding
Regeneron Pharmaceuticals
Biggest holding size
6.3%
%
Active Play
AXA Framlington Biotech
Started
Nov-01
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Linden ThomsonLinden Thomson
Linden Thomson
Linden Thomson
Linden Thomson
-
Benchmark
Nasdaq Biotech Price Return
3-year total return % (USD)
30.10%
Holdings
57
Biggest holding
Regeneron Pharmaceuticals
Biggest holding size
7.8%
%
Active Play
HBM Global Biotechnology
Started
Dec-11
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Ivo StaijenIvo Staijen
Ivo Staijen
Ivo Staijen
Ivo Staijen
-
Benchmark
Nasdaq Biotechnology Index
3-year total return % (USD)
29.80%
Holdings
45
Biggest holding
Moderna
Biggest holding size
7.4%
%
Index Play
iShares Biotechnology
Started
Feb-01
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.45
%
Benchmark
ICE Biotechnology
P/E ratio
35.35
Holdings
269
Biggest holding
Moderna
Biggest holding size
10.9%
%
Index Play
ARK Genomic Revolution
Started
Oct-14
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.75
%
Benchmark
n/a
P/E ratio
n/a
Holdings
56
Biggest holding
Teladoc Health
Biggest holding size
6.6%
%
Index Play
SPDR S&P Biotech
Started
Jan-06
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.35
%
Benchmark
S&P Biotechnology Select Industry
P/E ratio
14.55
Holdings
196
Biggest holding
Moderna
Biggest holding size
1.3%
%
Index
Plays
Three largest ETFs
Conventional biotech ETFs inevitably weight to the biggest players in the sector; the active ARK ETF focuses on a wider range of businesses
Index Play
iShares Biotechnology
Started
Feb-01
On Benchmark
Index Play
ARK Genomic Revolution
Started
Oct-14
On Benchmark
Index Play
SPDR S&P Biotech
Started
Jan-06
On Benchmark