Bellevue Funds (Lux) Bellevue Medtech & Services I GBP
Fund
ISIN LU0767969719 / Valor 18316252
NAV (2025-02-07)
GBP 678.11-0.68%
Bellevue Funds (Lux) Bellevue Medtech & Services I GBP
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General Objective
The fund aims to achieve long-term capital growth by actively investing worldwide in companies within the medical technology and healthcare services sector, excluding drug makers, to provide investors with an attractive healthcare fund solution.
Fund Exposure
The fund is exposed to companies in the medical technology and healthcare services sector, focusing on profitable mid and large cap companies with an established product portfolio, as well as fast-growing small cap companies with leading-edge technology. The portfolio selection is entirely bottom-up, independent of benchmark weightings, and takes ESG factors into consideration.
Risks
Investors should be aware that past performance is not a reliable indicator of future results and changes in exchange rates may have an adverse effect on prices and incomes. There is no guarantee of achieving a return or avoiding a substantial loss of capital, and performance figures are shown net of fees and expenses for the relevant share class over the reference period.