Fundology

Themes and sectors

Healthcare funds and ETFs

Pharmaceutical, biotech and medical-equipment companies.

Go to the 30 funds
Funds with a price
30
Typical ongoing charge
0.35% a year · £35 on £10,000
Lowest ongoing charge
0.12% a year

How to compare healthcare funds

What differs from one fund to the next. None of it says which fund to choose.

What it follows
The index a tracker copies, or the strategy a manager follows. Two funds on the same index hold much the same companies. Index funds
Ongoing charge
Taken from the fund’s value every year. 0.20% is about £20 a year on £10,000, before any platform fee. Ongoing charges figure
Income
Accumulating share classes reinvest income inside the fund; distributing ones pay it out as cash. Accumulating or distributing
Currency
Hedged share classes aim to take out currency moves against the pound; unhedged ones keep them. Currency hedging
Returns after inflation
Past returns with UK inflation (CPIH) taken out, dated and sourced. They say nothing certain about the future. How real returns are worked out
Holdings overlap
How much of two funds is the same companies at the same weights. A high figure means owning both is close to owning one. Compare two funds

Funds (30)

All 30 healthcare funds, ordered by fund size, largest first. An order is not a ranking of quality.

Healthcare funds and ETFs: ongoing charge, returns before and after inflation, and size, ordered by fund size, largest first
FundCharge1 year5 years5y real (return over 5 years after inflation)Size
XWHSXtrackers MSCI World Health Care UCITS ETFXtrackersIE00BM67HK77ETFISASIPP0.25%+20.6%+37.0%+6.9%£3.5bn
IHCUiShares S&P 500 Health Care Sector UCITS ETFiSharesIE00B43HR379ETFISASIPP0.15%+27.9%+51.9%+18.6%£2.7bn
DRDRiShares Healthcare Innovation UCITS ETFiSharesIE00BYZK4776ETFISASIPP0.40%+33.7%+14.8%−10.4%£1.2bn
XSHCXtrackers MSCI USA Health Care UCITS ETFXtrackersIE00BCHWNW54ETFISASIPP0.12%+23.2%+45.3%+13.4%£1.0bn
BTEKiShares NASDAQ US Biotechnology UCITS ETFiSharesIE00BYXG2H39ETFISASIPP0.35%+37.8%+53.8%+20.1%£938m
CH5Amundi STOXX Europe 600 Healthcare UCITS ETF -Acc- CapitalisationAmundiLU1834986900ETFISASIPP0.30%+15.2%+26.3%−1.4%£822m
ESIHiShares MSCIEurope Health Care Sector UCITS ETF AccumEURiSharesIE00BMW42181ETFISASIPP0.18%+16.3%+24.0%−3.2%£798m
0DW6Amundi MSCI World Health Care UCITS ETF EUR ACCAmundiLU0533033238ETFISASIPP0.30%+22.6%+37.4%+7.2%£772m
AGESiShares Ageing Population UCITS ETFiSharesIE00BYZK4669ETFISASIPP0.40%+15.7%+37.4%+7.3%£670m
0MP1iShares STOXX Europe 600 Health Care UCITS ETF (DE)iSharesDE000A0Q4R36ETFISASIPP0.46%+15.4%+25.9%−1.7%£615m
HEAWState Street SPDR MSCI World Health Care UCITS ETF Accum.Ptg. USDSPDRIE00BYTRRB94ETFISASIPP0.30%+20.5%+36.5%+6.6%£600m
HEAEState Street SPDR MSCI Europe Health Care UCITS ETF Accum Ptg EURSPDRIE00BKWQ0H23ETFISASIPP0.18%+16.3%+30.9%+2.2%£553m
GXLVSSgA SPDR ETFs Europe II Plc - S&P US Health Care Sel. Sec. UCITS ETF Accum Ptg USDSPDRIE00BWBXM617ETFISASIPP0.15%+27.9%+31.3%+2.5%£482m
XLVPInvesco Health Care S&P US Select Sector UCITS ETFInvescoIE00B3WMTH43ETFISASIPP0.14%+26.3%+50.0%+17.1%£469m
SBIXInvesco NASDAQ Biotech UCITS ETFInvescoIE00BQ70R696ETFISASIPP0.40%+37.9%+54.1%+20.3%£441m
WHCAiShares MSCI World Health Care Sector Advanced UCITS ETF Acc USDiSharesIE0009QS7W62ETFISASIPP0.18%+21.2%+25.7%−1.9%£377m
XSDRXtrackers MSCI Europe Health Care Screened UCITS ETF-1C- CapitalisationXtrackersLU0292103222ETFISASIPP0.20%+16.0%+28.5%+0.3%£302m
DOCGL&G Healthcare Technology & Innovation UCITS ETF Acc USDL&GIE00BK5BC677ETFISASIPP0.49%+37.3%−0.4%−22.2%£280m
GNOGGlobal X Genomics & Biotechnology UCITS ETFGlobal XIE00BM8R0N95ETFISASIPP0.50%+56.2%−23.1%−40.0%£104m
ARCGArk Genomic Revolution Ucits ETF AccumUSDARKIE000O5M6XO1ETFISASIPP0.79%+69.3%Not availableNot available£86.8m
HLTWAmundi MSCI World Health Care UCITS ETF USD ACCAmundiLU0533033311ETFISASIPP0.30%+22.4%+36.8%+6.8%£83.1m
BTEEiShares NASDAQ US Biotechnology UCITS ETF DistiSharesIE00BDZVHG35ETFISASIPP0.35%+38.2%+53.5%+19.8%£57.0m
SDG3Xtrackers MSCI Global SDG 3 Good Health UCITS ETFXtrackersIE00036F4K40ETFISASIPP0.35%+18.9%Not availableNot available£22.7m
CURGVanEck Genomics and Healthcare Innovators UCITS ETF Accum A USDVanEckIE000B9PQW54ETFISASIPP0.35%+27.9%Not availableNot available£18.4m
FBTFirst Trust NYSE Arca Biotechnology UCITS ETF Accum A USDFirst TrustIE00BL0L0H60ETFISASIPP0.60%+37.3%+53.1%+19.5%£13.3m
0MT7Invesco STOXX Europe 600 Optimised Health Care UCITS ETFInvescoIE00B5MJYY16ETFISASIPP0.20%+12.4%+25.6%−2.0%£11.9m
WHCGInvesco S&P World Health Care ESG UCITS ETF AccumUSDInvescoIE000L4EH2K5ETFISASIPP0.18%+23.5%Not availableNot available£11.8m
XGESXtrackers IE Plc - MSCI Genomic Healthcare Innov UCITS ETFXtrackersIE000KD0BZ68ETFISASIPP0.36%+30.9%Not availableNot available£10.8m
WELPHarbor Health Care UCITS ETF Acc -A- USDHANetfIE00BJQTJ848ETFISASIPP0.59%+11.8%−23.1%−40.0%£9.4m
EDOCGlobal X Telemedicine & Digital Health UCITS ETF Acc USDGlobal XIE00BLR6QB00ETFISASIPP0.68%+14.5%−30.3%−45.6%£4.0m

As of , at least 15 min delayed

Funds by the index they track

Each page lists every UK fund on one index, by name, with charges and share classes. These are the indices most of the healthcare funds here track.

All index pages

Questions people ask

What are healthcare funds?

Pharmaceutical, biotech and medical-equipment companies.

How many healthcare funds does Fundology track?

Fundology holds a recorded closing price for 30 UK-listed healthcare funds open to UK investors. The list changes as funds launch and close.

How much do healthcare funds cost?

The typical (median) ongoing charge among the healthcare funds Fundology tracks is 0.35% a year, about £35 a year on every £10,000. The lowest is 0.12%. The charge is taken from the fund’s value rather than billed, and a lower charge does not mean a higher return.

What is worth checking when comparing healthcare funds?

The index or strategy each fund follows, its ongoing charge, whether it reinvests income or pays it out, currency hedging, its size, and how much its holdings overlap with funds already held.

How is this list ordered?

By fund size, largest first, unless another order is chosen. Size says how widely a fund is held, not how good it is, and no order on this page is a recommendation.

Funds that focus on one idea or industry rather than a whole market.