Bellevue Funds (Lux) Bellevue Digital Health U2 EUR header image

Bellevue Funds (Lux) Bellevue Digital Health U2 EUR

Fund

ISIN LU2334253205 / Valor null

NAV (2025-02-07)
EUR 94.00-0.58%

Bellevue Funds (Lux) Bellevue Digital Health U2 EUR
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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.

Content summarized by AI chatbot
Source

https://www.bellevue.ch/all-de/all/produkte/healthcare-investments/thematic/bellevue-digital-health/i2-anteile-eur

Tags:
esg digital health

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OTHER SHARE CLASSES OF THIS FUND

Bellevue Funds (Lux) Bellevue Digital Health B EUR
Bellevue Funds (Lux) Bellevue Digital Health B EUR Bellevue Funds (Lux) Bellevue Digital Health B EUR Valor: 41450818
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%EUR 226.34
Bellevue Funds (Lux) Bellevue Digital Health B CHF
Bellevue Funds (Lux) Bellevue Digital Health B CHF Bellevue Funds (Lux) Bellevue Digital Health B CHF Valor: 41450810
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%CHF 178.02
Bellevue Funds (Lux) Bellevue Digital Health HB EUR
Bellevue Funds (Lux) Bellevue Digital Health HB EUR Bellevue Funds (Lux) Bellevue Digital Health HB EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.79%EUR 120.91
Bellevue Funds (Lux) Bellevue Digital Health I2 USD
Bellevue Funds (Lux) Bellevue Digital Health I2 USD Bellevue Funds (Lux) Bellevue Digital Health I2 USD Valor: 41449395
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%USD 205.22
Bellevue Funds (Lux) Bellevue Digital Health U2 USD
Bellevue Funds (Lux) Bellevue Digital Health U2 USD Bellevue Funds (Lux) Bellevue Digital Health U2 USD Valor: 58918496
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.82%USD 89.75
Bellevue Funds (Lux) Bellevue Digital Health B USD
Bellevue Funds (Lux) Bellevue Digital Health B USD Bellevue Funds (Lux) Bellevue Digital Health B USD Valor: 41450399
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.82%USD 193.79
Bellevue Funds (Lux) Bellevue Digital Health I2 CHF
Bellevue Funds (Lux) Bellevue Digital Health I2 CHF Bellevue Funds (Lux) Bellevue Digital Health I2 CHF Valor: 41450408
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%CHF 188.51
Bellevue Funds (Lux) Bellevue Digital Health AI2 USD
Bellevue Funds (Lux) Bellevue Digital Health AI2 USD Bellevue Funds (Lux) Bellevue Digital Health AI2 USD Valor: 45074611
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.82%USD 153.09
Bellevue Funds (Lux) Bellevue Digital Health I CHF
Bellevue Funds (Lux) Bellevue Digital Health I CHF Bellevue Funds (Lux) Bellevue Digital Health I CHF Valor: 41450404
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%CHF 186.63
Bellevue Funds (Lux) Bellevue Digital Health I EUR
Bellevue Funds (Lux) Bellevue Digital Health I EUR Bellevue Funds (Lux) Bellevue Digital Health I EUR Valor: 41450812
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%EUR 237.27