Healthinvest Partners

What Healthinvest Partners does

HealthInvest Partners is a Swedish specialist fund management company founded in 2006 and headquartered in Stockholm, operating as a bifirma (trading name) of Atle Fund Management AB under Finansinspektionen supervision. It exclusively manages global healthcare equities through three actively managed funds: HealthInvest Sustainable Healthcare (Article 9 under SFDR), HealthInvest Small & Mid Cap Healthcare, and a white-label Avanza Healthcare fund managed on behalf of Avanza. The firm is led by portfolio managers Astrid Samuelsson (PhD physician from Karolinska Institutet) and Ellinor Hult (economist from Stockholm School of Economics), both 5-star Morningstar-rated, supported by a medical advisory board of professors from Karolinska Institutet and other institutions covering oncology, neurology, cardiology, immunology, and dermatology.

HealthInvest earns revenue through recurring management fees of 0.80%–1.52% of AUM across multiple share classes, supplemented by optional 20% performance fees on returns above the OMRX T-Bill Index plus 4%. Funds are distributed across the full Swedish channel stack — direct via HealthInvest.se, major banks (SEB, Handelsbanken, Swedbank), online brokers (Avanza, Nordnet, Savr), advisory platforms (Fondmarknaden, Söderberg & Partners), and the global Allfunds institutional platform. The Avanza Healthcare white-label fund had approximately 9,700 unit holders as of May 2026.

HealthInvest joined the Atle Group in 2022, a fund management platform under publicly listed Bure Equity AB (Nasdaq Stockholm: BURE) that combines approximately 50 billion SEK in AUM across seven managers including TIN Fonder, Fondbolaget Fondita, Alcur, Humle Fonder, Amaron, First Fondene, and HealthInvest. The firm's customer base is overwhelmingly Swedish retail and institutional investors seeking healthcare sector exposure, with distribution extending globally at the investment (rather than operational) level across the US, UK, and continental European markets.

Name

Healthinvest Partners

Legal name

HealthInvest Partners

Website

https://healthinvest.se

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

HealthInvest Partners is a Stockholm-based specialist fund manager (founded 2006, part of Atle Group under Bure Equity) that exclusively manages global healthcare equities for Swedish retail and institutional investors through three actively managed funds.

Ownership category

akta.pro rank

Product category

Healthcare Equity Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Healthcare Access & Life Sciences Impact Funds (FSANAJAI)

Keywords

• Healthcare equity funds
• Active fund management
• Global healthcare investing
• Sustainable healthcare funds
• Specialist asset management

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management fees: HealthInvest earns fixed management fees from its three funds (Sustainable Healthcare, Small & Mid Cap Healthcare, and Avanza Healthcare by Samuelsson & Hult). Fees vary by share class, ranging from 0.80% to 1.52% per annum of average fund assets under management (AUM).
2. Performance fees: Some share classes (e.g., Small & Mid Cap Healthcare class C, D, F, G) charge a variable performance fee of 20% of returns above the OMRX T-Bill Index plus 4% annually, calculated daily. Share classes E carry no performance fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

HealthInvest Partners is a Swedish specialist fund manager that actively manages three global healthcare equity funds for Swedish retail and institutional investors. The firm invests across pharmaceuticals, biotechnology, medical technology, laboratory equipment, diagnostics, preventive care, healthcare providers, pharmaceutical distributors, health insurance companies, and healthcare IT, applying a science-based investment process supported by a medical advisory board. The company earns recurring management fees and performance fees from assets under management in its three funds: Sustainable Healthcare, Small & Mid Cap Healthcare, and Avanza Healthcare by Samuelsson & Hult.

Product overview

HealthInvest Partners operates as a Swedish specialist fund manager offering three actively managed global healthcare equity funds: HealthInvest Sustainable Healthcare (Article 9 fund focused on sustainable quality companies in pharmaceuticals, biotech, medtech, diagnostics, and preventive care), HealthInvest Small & Mid Cap Healthcare (focused on small and medium-sized innovative healthcare companies), and Avanza Healthcare by Samuelsson & Hult (white-label fund distributed via Avanza with identical strategy to Sustainable Healthcare). All three funds are managed by the five-star rated portfolio management team of Astrid Samuelsson and Ellinor Hult, supported by a medical advisory board and scientific sustainability analysis.

Differentiator

Problem solved

Functional benefit

Brands

• HealthInvest Sustainable Healthcare: Global healthcare equity fund focused on sustainability and quality, investing in pharmaceuticals, biotechnology, medical technology, and related sectors. Article 9 fund with sustainability as investment objective.
• HealthInvest Small & Mid Cap Healthcare
• Avanza Healthcare by Samuelsson & Hult

Products and services

• HealthInvest Sustainable Healthcare An actively managed global healthcare equity fund focused on sustainability and quality investments, targeting companies in pharmaceuticals, biotechnology, medical technology, laboratory equipment, diagnostics, preventive care, healthcare providers, pharmaceutical distributors, health insurance companies, and healthcare IT. Classified as an Article 9 fund under SFDR with sustainability as its investment objective. Available in three share classes (A, E, M) with management fees ranging from 0.92% to 1.52% annually.
• HealthInvest Small & Mid Cap Healthcare An actively managed global healthcare fund focusing on small and medium-sized healthcare companies with innovation and strong growth prospects, investing across all subsectors of healthcare including pharmaceuticals, biotechnology, laboratory equipment, healthcare services, animal health, and aesthetics. Available in five share classes (C, D, E, F, G) with fixed fees from 0.80% to 1.20% plus optional 20% performance fee above OMRX T-Bill + 4% benchmark.
• Avanza Healthcare by Samuelsson & Hult A white-label fund managed on behalf of Avanza, sharing the same investment strategy and holdings as HealthInvest Sustainable Healthcare. Distributed exclusively through the Avanza platform to Swedish retail investors with over 9,700 unit holders as of May 2026.

Quantifiable outcome

• Avanza Healthcare by Samuelsson & Hult returned 7.82% since inception (May 2023) vs. 3.20% for MSCI World Health Care Index — an outperformance of 4.62 percentage points over three years.
• +3 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Atle Fund ManagementcoreOthersHealthInvest Partners is a bifirma (brand name/trading name) of Atle Fund Management AB, which is under the supervisory authority of Finansinspektionen (Swedish Financial Supervisory Authority). HealthInvest has been part of the Atle Group since 2022. Atle's vision is to gather leading active fund managers under one roof. Atle Fund Management consists of six businesses: TIN Fonder, Fondbolaget Fondita, Alcur, Humle Fonder, Amaron, First Fondene, and HealthInvest. The parent company is Bure Equity AB (publicly listed on Nasdaq Stockholm). Atle manages approximately 50 billion SEK in total assets.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/healthinvest-partners
• Instagraminstagram.com/healthinvestpartners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Healthinvest Partners