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

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

Fund

ISIN LU0415391787 / Valor 3882714

NAV (2026-04-29)
CHF 386.68-2.12%

Bellevue Funds (Lux) - Bellevue Medtech & Services I 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
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Annual Return

-50%0%+50%

Risk level

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

-50%0%+50%

Risk level

110
-2.09%USD 452.68
Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF
Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF Bellevue Funds (Lux) - Bellevue Medtech & Services HB CHF Valor: 12347006
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.06%CHF 307.92
Bellevue Funds (Lux) - Bellevue Medtech & Services HI EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services HI EUR Bellevue Funds (Lux) - Bellevue Medtech & Services HI EUR Valor: 47617668
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 144.48
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 I EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services I EUR Bellevue Funds (Lux) - Bellevue Medtech & Services I EUR Valor: 3882709
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 632.61
Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR
Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR Bellevue Funds (Lux) - Bellevue Medtech & Services B EUR Valor: 3882623
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Annual Return

-50%0%+50%

Risk level

110
-2.07%EUR 560.29