Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR

Fund

ISIN LU0415391431 / Valor 3882623

NAV (2026-04-13)

EUR 590.12+1.18%

Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR
UMushroom community rating:

2.00 3 votes No rating yet

NegativeNeutralPositive

Bellevue (Lux) Bellevue Md & Svc is a global investment fund dedicated to the medical technology and healthcare services sectors, intentionally excluding pharmaceutical companies. It seeks long-term growth by investing in a diverse range of established mid and large-cap companies with strong product portfolios, as well as dynamic small-cap firms that offer cutting-edge technologies. The fund carefully selects its investments based on thorough fundamental analysis, focusing on the medical benefits, cost-saving potential for healthcare systems, and the market prospects of each company's products and services. Additionally, it incorporates environmental, social, and governance (ESG) factors into its investment decisions to ensure responsible growth.

Content summarized by AI chatbot

Tags:

esg medical technology msci healthcare equipment supplies

Ratings & reviews

2.00

3 votes

Performance:

2.00

Innovation:

2.00

Society:

2.00

Nature:

2.56

Duy Duc Minh Le

United Kingdom, 07 Feb 2026

I rate Bellevue Funds (Lux) as a hold/thematic growth play. They provide active exposure to innovation sectors like biotech and digital health, offering strong growth potential. However, higher volatility and active management fees mean they are better as a satellite allocation in a diversified port

X Y

Switzerland, 05 Jun 2025

Zdravko Zaprev

Switzerland, 12 Jul 2023

Interesting investment opportunity

OTHER SHARE CLASSES OF THIS FUND

Bellevue Funds (Lux) - Bellevue Medtech & Services HI EUR

Bellevue Funds (Lux) - Bellevue Medtech & Services HI EUR Valor: 47617668

Annual Return

-50%0%+50%

Risk level

110

1.05%EUR 152.31

Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF

Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF Valor: 12347006

Annual Return

-50%0%+50%

Risk level

110

1.02%CHF 324.96

Bellevue Funds (Lux) - Bellevue Medtech & Services HB EUR

Bellevue Funds (Lux) - Bellevue Medtech & Services HB EUR Valor: 12347008

Annual Return

-50%0%+50%

Risk level

110

1.05%EUR 423.72

Bellevue Funds (Lux) - Bellevue Medtech & Services B CHF

Bellevue Funds (Lux) - Bellevue Medtech & Services B CHF Valor: 3882711

Annual Return

-50%0%+50%

Risk level

110

0.83%CHF 360.17

Bellevue Funds (Lux) - Bellevue Medtech & Services AI EUR

Bellevue Funds (Lux) - Bellevue Medtech & Services AI EUR Valor: 45074618

Annual Return

-50%0%+50%

Risk level

110

1.19%EUR 148.23

Bellevue Funds (Lux) - Bellevue Medtech & Services U EUR

Bellevue Funds (Lux) - Bellevue Medtech & Services U EUR Valor: 55589712

Annual Return

-50%0%+50%

Risk level

110

1.18%EUR 151.46

Bellevue Funds (Lux) - Bellevue Medtech & Services I GBP

Bellevue Funds (Lux) - Bellevue Medtech & Services I GBP Valor: 18316252

Annual Return

-50%0%+50%

Risk level

110

1.05%GBP 528.27

Bellevue Funds (Lux) - Bellevue Medtech & Services T CHF

Bellevue Funds (Lux) - Bellevue Medtech & Services T CHF Valor: 10264435

Annual Return

-50%0%+50%

Risk level

110

0.84%CHF 140.88

Bellevue Funds (Lux) - Bellevue Medtech & Services U2 CHF

Bellevue Funds (Lux) - Bellevue Medtech & Services U2 CHF Valor: 55589718

Annual Return

-50%0%+50%

Risk level

110

0.85%CHF 133.24

Bellevue Funds (Lux) - Bellevue Medtech & Services U2 EUR

Bellevue Funds (Lux) - Bellevue Medtech & Services U2 EUR Valor: 55589713

Annual Return

-50%0%+50%

Risk level

110

1.19%EUR 153.75

Logos provided by Clearbit

Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR

ISIN LU0415391431 / Valor 3882623

Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR UMushroom community rating:

Tags:

Duy Duc Minh Le

X Y

Zdravko Zaprev

Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR
UMushroom community rating: