Zurich Investments ACI Healthcare Impact Fund

Product Name

Zurich Investments ACI Healthcare Impact Fund


Zurich Investments


Individual Mandate


Fund or Trust


Retail, Wholesale

Certified Since


Asset Classes

International equities



Investment Approaches

Impact investing, ESG Integration

It Includes:

  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 11 Impact investments

It has some level of screening for:

  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations

It fully excludes:

  • Riaa icons 41 Alcohol
  • Riaa icons 36 Armaments
  • Riaa icons 42 Gambling
  • Default selected exclusion Predatory lending
  • Riaa icons 99 Pornography


The Zurich Investments ACI Healthcare Impact Fund provides investors with long-term capital growth by investing in innovative healthcare companies from around the world that are addressing significant unmet medical needs, while also creating positive social impact through a portfolio aligned with UN Sustainable Development Goal #3 and the firm’s ownership by the Stowers Institute for Medical Research (SIMR)


All companies in the portfolio undergo analysis on how their fundamental improvement aligns with a positive impact on society. Each company is reviewed against four portfolio impact themes that fully align with the United Nations Sustainable Development Goal 3 (SDG-3): Ensure healthy lives and promote wellbeing for all at all ages. These four impact themes include: 
  • New or innovative treatments for diseases including cancer, 
  • Enhancing the productivity of medical equipment, services and software, 
  • Access to medicine and health care services, and
  • New solutions for lowering health care costs.
We integrate social impact analysis with our fundamental analysis by investigating the company along four dimensions of impact: additionality (depth and scale), intentionality and measurability. The company is then mapped to one or more of ACI’s Healthcare Impact Themes, which are aligned to UN SDG #3: Ensure healthy lives and promote wellbeing for all at all ages. The company is then scored on our Healthcare Impact framework and we assess company impact along four key impact dimensions: Additionality (Depth and Scale) and Intentionality and Measurability – using American Century’s proprietary Healthcare Impact Scoring Matrix. The total score adds up to 18 and companies must meet a minimum threshold of 11 out of 18 for portfolio inclusion.  As a healthcare impact strategy, impact engagement is an important way for public equity investors to generate positive societal impact. 

Sign up to learn more and get updates on ethical and responsible investing