THE MONTREUX HEALTHCARE FUND

The Montreux Healthcare Fund invests in the UK specialist care space, primarily caring for adults with Acquired Brain Injuries, Spinal Cord Injuries and Learning Disabilities.

Through the provision of quality care, the Fund offers an opportunity to change the lives of some of the UK’s most vulnerable people while offering a solid, uncorrelated and truly alternative return.

WHY WE DO WHAT WE DO

The UK Adult Specialist care market is fragmented with an undersupply of beds for many vulnerable people. The Montreux Healthcare Fund’s acquisition approach aims to buy quality businesses with high care standards, centralising administration so individual services can focus on what matters: caring.

INVESTMENT STRATEGY

  • UK Healthcare Sector Consolidation Strategy

  • Impact investment offering real change for some of society’s most vulnerable

  • Truly Alternative

£13.6Bn

MARKET SIZE*

94%

LOCAL AUTHORITY/NHS FUNDED*

335%

FUND RETURN SINCE INCEPTION**

0.32%

FUND CORRELATION TO FTSE 100***

*Laing Buisson, 2022 **D1 Share Class of Montreux Healthcare Fund, 30th October 2023 ***as at 30th October 2023, returns are not guaranteed.

 

Capital at risk. Past performance is not a reliable indicator of future performance. The value of investments and the income received from them can fall as well as rise, is not guaranteed and you may not get back the amount originally invested.

The Montreux Healthcare Fund Plc (“the Fund”) is an unregulated collective investment schemes (“UCIS”) for the purposes of the UK’s Financial Services and Markets Act 2000 (“FSMA”) and the promotion of a UCIS either within the UK or from the UK is restricted by FSMA. As such, details of the Fund on this website are directed only at persons who are Professional Clients or Eligible Counterparties as defined by the rules of the UK FCA. Furthermore, the Fund is an Isle of Man Qualifying Fund and it complies with the requirements of the Isle of Man Collective Investment Schemes (Qualifying Fund) Regulations 2010 (the “Regulations”). The Fund is only suitable for “Qualifying Investors” as defined in the Regulations.