Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B EUR
Fund
ISIN LU0631859229 / Valor 13084212
NAV (2025-11-19)
EUR 441.66+0.73%
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B EUR
UMushroom community rating:
4.00
1 votes
No rating yet
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Bellevue (Lux) Bellevue Entrpr Eurp Sm. seeks long-term growth by actively investing in small European publicly traded companies that are owner-managed, with founders or their families holding at least 20% of voting rights. The fund targets businesses that have focused business models, swift decision-making, and strong corporate cultures, which foster innovation, high product quality, and loyal customers. Managed by an experienced team, the portfolio typically includes 35 to 45 diverse small-cap stocks across different countries and sectors, incorporating various investment styles such as value, growth, and balanced approaches, while also considering environmental, social, and governance (ESG) factors.
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Tags:
europesmall capmsci europe ex uk small
Ratings & reviews
4.00
1 votes
Performance:
2.00
Innovation:
3.00
Society:
3.00
Nature:
4.00
Andreas Kienast
Switzerland, 10 Apr 2025
Bewertet den echten Wert der Unternehmen, mehr als die Kurvendynamik.
OTHER SHARE CLASSES OF THIS FUND
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I2 EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I2 EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I2 EUR
Valor: 39331675
Annual Return
-50%0%+50%
Risk level
110
0.73%EUR 188.52
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B CHF
Valor: 13084217
Annual Return
-50%0%+50%
Risk level
110
1.19%CHF 336.94
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF
Valor: 13084214
Annual Return
-50%0%+50%
Risk level
110
1.19%CHF 374.00
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small HI CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small HI CHF
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small HI CHF
Valor: 47555224
Annual Return
-50%0%+50%
Risk level
110
0.80%CHF 185.40
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I EUR
Valor: 13084174
Annual Return
-50%0%+50%
Risk level
110
0.73%EUR 488.92
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AB EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AB EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AB EUR
Annual Return
-50%0%+50%
Risk level
110
0.73%EUR 123.57
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AI EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AI EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small AI EUR