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Australian Unity Future of Healthcare Fund

A fund focused on delivering long term capital growth whilst enhancing the wellbeing of Australians by investing in the future healthcare needs of Australians.

An investment in experience, stability and the future

Growing demand

The opportunity to meet the needs of a growing market of investors seeking to support the healthcare sector. A key component of a socially conscious investment portfolio that also benefits Australian communities.

Supporting Australians

An investment in the future of healthcare.

 Through its investments, the Fund will actively contribute to the future capacity of the healthcare sector and the wellbeing of Australians.

Healthcare expertise

We have an established track record in managing healthcare. 

The Fund benefits from Australian Unity’s insights and its unique information advantage from the broader Australian Unity health, wealth and care businesses.

Backed by 180 years of history

Australian Unity is a mutual organisation with a strong heritage of serving our community.

Diversified

A model that is diversified across multiple asset classes. 

The Fund has the flexibility to seek opportunities throughout the healthcare investment universe.

About the fund

The Australian Unity Future of Healthcare Fund aims to deliver long term capital growth by investing to support the future healthcare needs of Australians. 

Australia’s ageing population creates an unprecedented opportunity to invest in healthcare. Together with the development of new technologies, the demographic trend drives demand that positions the sector for innovation, disruption and growth. Typical investment opportunities include: new preventative and remedial approaches, technology, devices, biotechnologies, life sciences, pharmaceutical advancements; new or expanded services businesses, and; the built-form capacity necessary to meet the future health and wellbeing needs of Australians.

Investment objective

Primary objective: To generate long term capital growth from providing strategic capital investment to address key issues of an ageing population, rise of chronic disease, disability, mental health and wellbeing and shortage of social and medical infrastructure in Australia.

Non-financial purpose: To enhance the wellbeing of Australians via investment in preventative and remedial healthcare services and health associated businesses and assets.

Investment strategy

The Fund will leverage Australian Unity’s internal capability along with its strategic network in the identification of investment opportunities across the healthcare sector. The Fund’s strategic asset allocation (SAA) ranges are as follows:

Venture capital and private equity

0% - 50%*
Social infrastructure & health related real estate
0% - 40%
Listed equities


0% - 50%*
Cash


0% - 15%**

* In the early stages of the Fund, prior to the Fund reaching $200 million in net assets, the allocation to venture capital and private equity may be up to 60%, listed equities may be up to 100% and cash may be up to 25%. Following the Fund reaching $200 million in net assets, the allocation to venture capital and private equity will return to its strategic range of between 0% - 50%, listed equities will return to its strategic range of between 0% - 50% and cash will return to its strategic range of between 0% - 15%.
** When the Portfolio Manager is preparing to make an investment, the cash balance of the Fund may increase above the SAA range on a temporary basis.

Ready to invest

Apply now

Learn more about the Fund

Watch our video about the Australian Unity Future of Healthcare Fund with Victor Windeyer, Portfolio Manager.

Watch our video about the Fund’s investment in Lumos Diagnostics.

Investment opportunities in the Fund

There is a range of broad and diverse investable opportunities for the future of healthcare. The Fund will include investments in preventative and remedial healthcare and health associated businesses and assets including:

Pharmaceuticals
Companies engaged in the research, development, production and sale of drugs for human use.

Biotechnology
Firms involved in the research, development, manufacturing and/or marketing of products based on genetic analysis and genetic engineering or protein-based therapeutics to treat human diseases.

Health IT
Providing application, systems and/or data processing software, internet-based tools, and IT consulting to doctors, hospitals, and healthcare firms and customers.

Services & Providers
Provide patient health care services. (e.g. dialysis centres, lab testing services, and pharmacy mgt) and outsourced services for providers, (e.g. clerical, collection, staffing & sales).

Facilities & Infrastructure
Owners and operators of health care facilities, including hospitals, nursing homes and rehabilitation centres.
Examples of Infrastructure include:

  • Research Institutes,
  • Healthcare Precincts,
  • Proton Beam
  • Therapy Facilities.

Life Sciences
Provide analytical tools, consumables and supplies, clinical trial services enabling drug discovery, development and production.

Medtech, Equipment & Supplies
Manufacturers of equipment and devices such as medical instruments, drug delivery systems, cardiovascular devices, orthopaedic devices, and diagnostic equipment.
Manufacturers of supplies and medical products such as eye care products, hospital supplies, and syringes.

Other Sub-Segments
Distributors and Wholesalers of healthcare products.
Managed care, insurers, and other enablers of health service - provision.


How to apply

We recognise the specialised needs of institutional investors.

For further information and to receive an application form, please contact:

Wholesale Wealth Solutions
E wholesalewealthsolutions@australianunity.com.au
T 1300 407 698
Mon-Fri 8.30am - 5.30pm AEST/AEDT

More information

The Australian Unity Future of Healthcare Fund comprises a stapled security of ordinary units in two managed investment schemes; Australian Unity Future of Healthcare Fund No. 1 and Australian Unity Future of Healthcare Fund No. 2. Units in Australian Unity Future of Healthcare Fund No. 1 and Australian Unity Future of Healthcare Fund No. 2 are issued by Australian Unity Funds Management Limited, ABN 60 071 497 115, AFS Licence No. 234454 (‘AUFM’). Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Information Memorandum and seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our team on the telephone number provided above. This information is intended for recipients in Australia only.