Montreux Healthcr VCC Fund
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Brief information: The Montreux Healthcare Fund PLC is a Qualifying Fund domiciled in the Isle of Man. The Fund seeksto capitalise on compelling demographic trends inthe UK by strategically purchasing high-quality carebusiness which provide services for people with avariety of specialist care needs. The Fund’s NAV iscalculated monthly by Suntera Fund Services (IOM)Limited. Duff & Phelps conduct an annual valuation of the Fund’s Operating Company. Both the Fund and its Operating Company are audited.
- A growing UK population increasingly engaged in activities which could lead to injuries or conditions which require long term, or whole of life specialist care.
- Specialist Care provision is paid for by the UK Government, Clinical Commissioning Groups, and insurance companies.
- Demonstrably low correlation to equities, bonds, and the wider property market.
- Supply / demand imbalances in a fragmented market, ripe for consolidation, with high barriers to entry.
- The Fund is not a property fund. Performance is driven by the EBITDA of the Fund’s Operating
Company, not the value of bricks & mortar on the company’s balance sheet.
