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

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.

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.

For full details refer to the detailed report below or click here to download your copy.

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