Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF header image

Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF

Fund

ISIN LU0631859575 / Valor 13084214

NAV (2025-12-03)
CHF 385.68+0.25%

Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small I CHF
UMushroom community rating:

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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:
europe small cap msci europe ex uk small

Ratings & reviews

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4.00

1 votes
Performance:
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2.00
Innovation:
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3.00
Society:
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3.00
Nature:
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4.00
Andreas Kienast
Switzerland, 10 Apr 2025
star star star star star
Bewertet den echten Wert der Unternehmen, mehr als die Kurvendynamik.

OTHER SHARE CLASSES OF THIS FUND

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 347.37
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 193.44
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%CHF 190.12
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 501.67
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 126.76
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%EUR 128.15
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B EUR
Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B EUR Bellevue Funds (Lux) - Bellevue Entrepreneur Europe Small B EUR Valor: 13084212
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 453.06