Citywire - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Bellevue AM launches EM healthcare fund

Bellevue AM launches EM healthcare fund

Bellevue Asset Management has launched a new healthcare fund specifically focused on emerging market innovations, Citywire Switzerland can reveal.

The Bellevue Funds (Lux) – BB Adamant Emerging Markets Healthcare fund will be managed by Cyrill Zimmermann and Oliver Kubli.

The fund is designed to offer defensive access to a market segment with structural growth characteristics in a region with significant healthcare sector growth. 

The new fund will tap long-term trends such as demographics and aging. The biggest country allocations are currently China (38%), Korea (26%) and Brazil (13%).

One of the Chinese stocks investing in is Tonghua Dongbao Pharma, which focuses on integrated diabetes solutions, such as orals, human insulin, blood sugar measurement/monitoring and online platforms.

At a sector level the strategy allocates most heavily to generics (44%) and medtech (29%). The official benchmark of the fund is MSCI Emerging Markets Healthcare Index.  

BB Adamant Swiss funds include BB Adamant Global Generika, BB Adamant Global Biotech, BB Adamant Global Medtech and Services and BB Adamant Global Healthcare Index.

The BB Adamant team looks after CHF 1.2 billion of assets across different strategies and does a global research of 3,000 companies.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Events
  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Switzerland 2015, Gstaad

    Citywire Switzerland 2015, Gstaad

  • Zurich Forum 2015

    Zurich Forum 2015

  • Zurich Forum 2015

    Zurich Forum 2015

  • Geneva Roundtable 2015

    Geneva Roundtable 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Citywire Gstaad 2014

    Citywire Gstaad 2014