Realizing Outperformance

Why invest in innovative medicines?

The market of medicines, also called biotech or life sciences market, is a large and fast growing market. The worldwide ageing population, today’s possibility of developing precision medicine, as well as evolving cell- and gene-therapy, are just some of the drivers for this growth. On top of that, people in emerging markets also want to have access to Western Medicine. All these factors together make the biotech market a very attractive market one to invest in.

Why invest in Aescap Life Sciences?

The most important reason to invest in Aescap Life Sciences is our outstanding track-record in comparison with Exchange Traded Funds (ETFs) and relevant indexes, like the NASDAQ Biotech Index (NBI), realized by a very experienced and hands-on team. Of equal importance, investing in Aescap Life Sciences enables the development of better medical treatments.

Our out-performance, compared with ETFs and the NASDAQ Biotech Index, is based on an effective strategy: stock-picking. Given the correlation between share prices of biotech companies is only 20%, it is one of the best markets for this strategy. Based on a fundamental analysis of innovative medicine companies we pick and choose around 18 high growth companies to invest in. Over time the portfolio of companies changes based on a constant assessment of the portfolio and the fact the we take our profit once a portfolio company is not undervalued any longer.

Based on a disciplined buy and sell strategy we make use of the typical overly positive or negative stories that often appear in the media around a specific biotech company. This buy and sell discipline also prevents us from going along with a bubble or knowing when to start to invest again if the bubble bursts. We believe a regular dialogue with the management of those companies we invest in is critical to our success. This to see what’s going on, if they are fully focused and if their vision of the future of the company is still realistic.

How to subscribe for Aescap Life Sciences

One can enter or leave the fund on the 14th and last day of the month, in parallel with the determination of the net asset value of the fund. An investment in the fund can be initiated by sending the subscription-form to IQEQ Financial Services BV, via IQEQ Financial Services BV is responsible for the fund- and participant administration. In parallel to sending the subscription form, the subscription amount needs to be transferred to the bank account NL51ABNA0494667826 of the Legal Owner of the fund ‘Stichting Aescap Life Sciences’, under the subject ‘Investment in Aescap Life Sciences’. The minimum subscription amount is €101.000,-. For wealth managers there is no minimum investment amount, though the minimum subscription amount is EUR 10.000,- (this amount can be divided over several investors). You will receive a confirmation of your investment from IQEQ Financial Services B.V. after the completion of their client due diligence and upon receipt of the subscription form and investment amount. Investors will also receive an email with a unique username and password to have access to their personal investor information on the investor portal hosted by the fund administrator IQEQ at all times.

How to make an additional investment in Aescap Life Sciences

Additional investments need to take place through the same bank account being used when the initial investment was made. The additional investment amount needs to be transferred to ‘Stichting Aescap Life Sciences’, bank account NL51ABNA0494667826 and state under ‘subject’: ‘Investment in Aescap Life Sciences’. An additional investment can be made twice a month.

Investor’s information