PINK Profile
The Simplify Health Care ETF is designed to provide targeted exposure to the U.S. health care sector by investing primarily in companies that operate within this industry. Under normal market conditions, the fund will allocate at least 80% of its assets, including any borrowings for investment purposes, to securities of U.S.-based health care companies. These companies are defined by the fund adviser as those classified within the Global Industry Classification Standard (GICS) health care sector. This includes a broad range of health care-related businesses such as pharmaceuticals, biotechnology, medical devices, and health care services.
The fund aims to invest in a carefully selected portfolio of 50 to 100 health care companies. The adviser focuses on companies that are at the forefront of innovation, particularly those developing new and effective medicines or pioneering advanced medical technologies. Additionally, the fund targets companies whose business models are designed to enhance efficiency, reduce costs, or improve the quality of health care delivery systems. This dual focus on innovation and operational efficiency aims to capitalize on both growth and value opportunities within the health care sector.
By concentrating on a defined segment of the health care industry, the Simplify Health Care ETF provides investors with targeted exposure to a critical and evolving sector. The fund's strategy involves thorough research and analysis to identify high-potential companies that are expected to benefit from trends such as technological advancements in health care, an aging population, and increasing demand for improved health care solutions. This approach seeks to leverage the growth opportunities presented by these trends while managing sector-specific risks.
The fund's investment process is designed to ensure that it remains aligned with the evolving landscape of the health care sector. The adviser employs a rigorous selection process to determine which companies are best positioned to deliver strong performance based on their innovative capabilities and contributions to the health care industry. Investors in the Simplify Health Care ETF gain access to a diversified portfolio of health care companies, providing a strategic way to invest in this crucial and dynamic sector while aiming for capital appreciation and potential income.
|
