Bell Potter LIC Weekly: Global Growth Focused To IT & Health Care

By William Gormly | More Articles by William Gormly

Information Technology (IT) and Health Care have been two of the top-performing global sectors in 2020 so far, showing greater resilience amidst the global equity sell-off in the first quarter. US IT and Health Care sectors recorded relatively outperformance over the S&P 500 Index of 7.7% and 6.9%, respectively, in the first quarter of 2020¹. Each of the 2 LICs that are highlighted below are currently overweight these two sectors against the MSCI All Country World Index, which has a weight of ~19% in IT and ~13% in Health Care.

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William Gormly

About William Gormly

William Gormly is an ETF/LIC Specialist at Bell Potter Securities. Will provides comprehensive coverage of the ETF and LIC sectors, producing a range of highly regarded reports covering investment fundamentals, asset class structure and cost, and the role of managed investments in portfolios.

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