Healthcare Thematic Funds Break Through on Performance as Fund Managers Focus on Alpha Opportunities

Since the third quarter, the net asset values of healthcare thematic funds have rebounded, with performance overtaking rivals, and investor interest in healthcare thematic funds has risen accordingly. Public funds have increased their allocation to the healthcare sector, and the assets under management of healthcare thematic funds have grown. Several fund managers are bullish on investment opportunities in the healthcare sector and will continue to focus on stock-specific alpha to generate excess returns. (China Securities Journal)