Bellevue Funds (Lux) Bellevue Digital Health AI2 USD
Fund
ISIN LU1916264945 / Valor 45074611
NAV (2025-03-07)
USD 141.45-0.85%
Bellevue Funds (Lux) Bellevue Digital Health AI2 USD
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General Objective
The fund aims to achieve long-term capital growth by investing globally in companies focused on digitalizing the healthcare sector. The selection of portfolio companies is bottom-up, with a strong emphasis on ESG factors.
Fund Exposure
The fund is primarily exposed to the healthcare sector, with a focus on digital health companies. The top 10 positions include companies like Intuitive Surgical, Align Technology, and Shockwave Medical. Geographically, the fund has significant exposure to the United States, followed by Denmark, China, and Japan.
Risks
Risks associated with this fund include potential adverse effects of exchange rate fluctuations, as the fund is denominated in a currency that may differ from an investor's base currency. Additionally, the fund's performance may be impacted by market volatility, regulatory changes, and company-specific developments within the healthcare sector.