Explaining and Exploring Sustainable Investment - Flipbook - Page 11
Enabling healthier lifestyles
We focus on companies that promote healthier lifestyles, principally
through increasing activity, taking exercise and sport. The Gym
Group is the UK’s second largest and lowest-cost gym group with
more than 170 sites across the UK. Gym Group promotes physical
activity through the provision of exercise classes, weights and
cardio equipment at less than half of the price of traditional gyms.
This makes membership more affordable for the broader population
and helps to improve public health.
Providing affordable healthcare globally
We invest in companies that help to deliver affordable, positive
patient outcomes in managing disease. IQVIA is a US company
that uses data to design and run trials for new drugs before they
get approved for general use. Designing these trials is complicated
but IQVIA’s innovation means drugs can be used quicker and cost
less to test.
Enabling innovation in healthcare
Companies whose products or services promote innovation
within healthcare are coming up with new, more effective ways
to treat diseases, providing essential equipment or services for
biotechnology research, or through software to help make treatments
more effective. Illumina is a global leader in sequencing for genetic
analysis and the company’s ability to read and interpret a patient’s
DNA is a core first step in the shift towards more personalised
medicines. Illumina continues to lower the cost of gene sequencing
over time, enabling broader adoption of these techniques and
helping to accelerate further beneficial trends for patients.
Improving industrial and agricultural processes
We like companies that provide products or services that help to
make industrial processes more resource efficient, as well as safer
for workers and users. We see investment opportunities in software
and systems that help implement life-cycle design (including
disposal of products) and manage supply chains, and in the
automation of factory processes to remove repetitive or dangerous
mechanical tasks. Autodesk is a leading software business, which
serves the global construction and manufacturing industries. It is
bringing technology to areas of the global economy that have been
nascent in terms of adoptions, such as manufacturing design and
particularly construction and building sites.
Liontrust: Explaining and exploring sustainable investment - 11
