Montreux Healthcare Fund’s cornerstone investor, posted a 17.1% return last year, beating the highly regarded Yale Endowment Fund. Exhibiting the strong returns that can be generated from an ethically driven portfolio which is weighted to alternatives.

The Montreux Healthcare Fund delivered 19.57% performance in 2016, contributing to this strong growth, whilst helping the Church’s overriding aim to invest its money ethically.

Oliver Harris, CEO of Montreux Capital Management stated: “We at Montreux are rightly proud of the performance of the Healthcare Fund and how this performance contributes to the performance of all our investors’ portfolios in an ethical way. Of course, it is it particularly gratifying to see our anchor investor doing so well at portfolio level”

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Information on this webpage relates to and is provided by Montreux Capital Management (UK) Limited

The content of this webpage should not be construed as financial advice. Any decision to invest should be made only on the basis of the relevant documentation for each investment. Past performance is not necessarily a guide to future performance. The value of an investment may go down as well as up and investors may not get back the full amount invested. Investments in small unquoted companies carry an above-average level of risk. These investments are highly illiquid and as such, there may not be a readily available market to sell such an investment. Montreux Capital Management (UK) Limited and Sapia Partners LLP (together “the Sponsors,” or “Sponsor”) do not provide specific individual advice on the suitability of investments with regard to a potential investor’s individual circumstances, risk tolerance or investment objectives and investors should seek independent financial advice if they are in any doubt whether a product is suitable for them.

Montreux Capital Management (UK) Limited is an Appointed Representative of Sapia Partners LLP which is authorised and regulated by the Financial Conduct Authority.

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