WOMEN HEALTH ECONOMY

Women's Health Economy - A social-Industrial Investment Theme Women's Health is becoming a strategic economic infrastructure for developed societies and is emerging as one of the most significant and undercapitalized structural investment themes of the coming decades. According to McKinsey & Company and the McKinsey Health Institute, women spend approximately 25% more time in poor health than men. This health gap is associated with productivity losses, demographic challenges, delayed diagnoses and structural underinvestment in women-specific healthcare. Closing the gap could contribute up to $1 trillion annually to the global economy by 2040. WOHECO is built on a simple conviction: the women's health gap is becoming a major driver of capital allocation across healthcare systems, governments and private markets. The portfolio focuses on industrial infrastructures positioned to benefit from the long-term reallocation of public, institutional and private capital toward women's health. The investment universe is centered on three developed healthcare ecosystems — Australia, Canada and Germany — selected for their combination of healthcare innovation, public policy initiatives and listed industrial infrastructures. The portfolio follows a life-cycle approach covering: • Fertility & Reproductive Health • Diagnostics & Preventive Screening • Women's Oncology • Hormonal & Menopause Health • Dermatology & Quality of Life • Medical Imaging & Healthcare Infrastructure Representative companies include fertility operators, diagnostic networks, imaging platforms, oncology innovators and healthcare infrastructure providers. The objective is to capture a structural trend supported simultaneously by demographic necessity, healthcare modernization, technological innovation and public policy initiatives. WOHECO therefore aims to capture the gradual transformation of women's health from a healthcare category into a strategic economic infrastructure.