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

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

Fund

ISIN LU0580237955 / Valor 12347006

NAV (2026-04-29)
CHF 307.92-2.06%

Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF
UMushroom community rating:

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2.00 3 votes No rating yet
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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.

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Tags:
esg medical technology msci healthcare equipment supplies

Ratings & reviews

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2.00

3 votes
Performance:
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2.00
Innovation:
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2.00
Society:
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2.00
Nature:
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2.56
Duy Duc Minh Le
United Kingdom, 07 Feb 2026
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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
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Zdravko Zaprev
Switzerland, 12 Jul 2023
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Interesting investment opportunity

OTHER SHARE CLASSES OF THIS FUND

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

Annual Return

-50%0%+50%

Risk level

110
-2.12%GBP 499.76
Bellevue Funds (Lux) - Bellevue Medtech & Services B USD
Bellevue Funds (Lux) - Bellevue Medtech & Services B USD Bellevue Funds (Lux) - Bellevue Medtech & Services B USD Valor: 10553544
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.09%USD 452.68
Bellevue Funds (Lux) - Bellevue Medtech & Services I USD
Bellevue Funds (Lux) - Bellevue Medtech & Services I USD Bellevue Funds (Lux) - Bellevue Medtech & Services I USD Valor: 10553521
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.08%USD 508.90
Bellevue Funds (Lux) - Bellevue Medtech & Services T CHF
Bellevue Funds (Lux) - Bellevue Medtech & Services T CHF Bellevue Funds (Lux) - Bellevue Medtech & Services T CHF Valor: 10264435
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.12%CHF 134.03
Bellevue Funds (Lux) - Bellevue Medtech & Services I2 USD
Bellevue Funds (Lux) - Bellevue Medtech & Services I2 USD Bellevue Funds (Lux) - Bellevue Medtech & Services I2 USD Valor: 52219156
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.08%USD 143.71
Bellevue Funds (Lux) - Bellevue Medtech & Services B CHF
Bellevue Funds (Lux) - Bellevue Medtech & Services B CHF Bellevue Funds (Lux) - Bellevue Medtech & Services B CHF Valor: 3882711
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.12%CHF 342.59
Bellevue Funds (Lux) - Bellevue Medtech & Services HB EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services HB EUR Bellevue Funds (Lux) - Bellevue Medtech & Services HB EUR Valor: 12347008
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 401.78
Bellevue Funds (Lux) - Bellevue Medtech & Services T EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services T EUR Bellevue Funds (Lux) - Bellevue Medtech & Services T EUR Valor: 10264395
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 145.83
Bellevue Funds (Lux) - Bellevue Medtech & Services U2 EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services U2 EUR Bellevue Funds (Lux) - Bellevue Medtech & Services U2 EUR Valor: 55589713
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 146.05
Bellevue Funds (Lux) - Bellevue Medtech & Services U USD
Bellevue Funds (Lux) - Bellevue Medtech & Services U USD Bellevue Funds (Lux) - Bellevue Medtech & Services U USD Valor: 55589719
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.08%USD 149.87