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Bellevue F (Lux) BB Adamant Medtech&Services B EUR

Ranked 4 out of 33 in - Pharmaceuticals & Health Care over 12 months
All calculations are in CHF unless stated

Managed by

Stefan Blum

Stefan Blum joined Bellevue Asset Management in 2008 and is lead portfolio manager of the BB Adamant Medtech & Services (Lux) Fund. He has 15 years of experience in the healthcare sector. Prior to joining Bellevue Asset Management, he spent four years as head of investor relations at Sonova, the world's largest manufacturer of hearing instruments. As a financial analyst at Bank Sarasin from 1996 to 2000, he covered medical technology and high tech stocks. After that he served as CFO of Obtree Technologies Inc. and advised listed Swiss companies on strategic investor relations issues. Stefan Blum obtained a degree in business administration from the University of St. Gallen and is a graduate of AZEK.

Marcel Fritsch

Marcel Fritsch is a global analyst for medical technology & healthcare services and a senior portfolio manager at Bellevue Asset Management. He is a member of Bellevue’s Healthcare Funds & Mandates team and manages the BB Adamant Medtech & Services (Lux) fund and the BB Adamant Global Medtech & Services (CH) fund. Prior to joining Bellevue in 2008, he was a management consultant with Deloitte Touche Tohmatsu, where he advised multinational companies in the medical technology, pharmaceutical and manufacturing sectors on strategic and operational issues. Fritsch graduated from the University of St. Gallen (HSG), where he earned an MSc in economics.

Objective

The fund aims to achieve long-term capital growth. It invests at least two thirds of its net assets in selected shares and other equities of companies in the medical technology sector. Up to one third of the net assets can be invested in debt securities of private and government issuers with various terms and credit ratings. The fund can carry out derivative transactions for the purposes of hedging, efficient portfolio management and the generation of additional income. The fund's income remains in the fund and increases the value of the shares.

Showing fund performance in Switzerland View performance globally

Performance

Pharmaceuticals & Health Care over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.7%
2017 24.3% 10.3% 6.1% 2.2% 4.0%
2016 5.0% -4.8% 9.8% 5.7% -5.0%
2015 0.3% 1.7% -6.6% -3.9% 9.9%
2014 32.9% 4.9% 3.3% 4.7% 17.1%
2013 17.3% 15.4% -1.8% -3.0% 6.7%
2012 15.5% 8.8% 4.7% 3.8% -2.2%
2011 -8.6% 3.8% -5.0% -9.7% 2.6%
2010 -4.3% 7.0% -10.2% -3.4% 3.0%
2009 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland

Fund Info

  • Launch date30/09/2009
  • Share Class size224Mn
  • Base currencyEUR
  • ISIN LU0415391431

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.6

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).