Merry Christmas! 🎄🎅
Behind door 24, we find the largest holdings in CB European Quality Fund and CB Save Earth Fund respectively: the Swedish–British company AstraZeneca and the U.S.-based Mueller Industries.
AstraZeneca – a global leader in pharmaceuticals and biotechnology
⭐ Growth drivers: An ageing population and a global increase in chronic diseases are creating long-term demand for the company’s medicines, such as Brilinta, which helps prevent heart attacks and strokes.
⭐ Patient data: Investments in digital tools and patient data have contributed to more efficient clinical trials and faster regulatory approvals, for example through insights that optimise dosing and patient selection.
⭐ Oncology: With Tagrisso and the technology behind Enhertu (targeted chemotherapy), the company dominates key niches within lung and breast cancer.
🌱 The company has, among other initiatives, set SBTi-verified CO₂ reduction targets.
Mueller Industries – a leading U.S. manufacturer of copper and aluminium products
⭐ Strategic positioning: Growing demand for environmentally friendly materials is driving demand for the company’s products, such as piping for energy-efficient HVAC systems.
⭐ Stability: Long-term contracts with customers provide predictable revenues and high customer loyalty, strengthening the company’s financial stability.
⭐ Innovative aluminium products: The company offers, among other things, extruded aluminium tubing for construction, meeting rising demand for energy-efficient solutions.
🌱 The company has set a target to reduce its Scope 1 and 2 emissions intensity by 50% by 2035, using 2022 as the base year.
This message should not be considered financial advice, but marketing material. Please note that all investments involve risk. Unit prices may rise or fall in value, and there is always a risk of loss. Historical returns are not a guarantee of future performance. Please note that the companies were included in the respective fund portfolios as of 24 December. In theory, the companies may have exited the portfolios by the time this content is published.