Bellevue Funds (Lux) Bellevue Medtech & Services I GBP header image

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
UMushroom community rating:

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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.

Content summarized by AI chatbot
Source

https://www.bellevue.ch/all-de/all/produkte/healthcare-investments/medtech/bellevue-medtech-services/b-anteile-eur

Tags:
esg medical technology msci healthcare equipment supplies

Ratings & reviews

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5.00

1 votes
Performance:
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5.00
Innovation:
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5.00
Society:
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5.00
Nature:
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5.00
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 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
-0.60%EUR 526.48
Bellevue Funds (Lux) Bellevue Medtech & Services AI EUR
Bellevue Funds (Lux) Bellevue Medtech & Services AI EUR Bellevue Funds (Lux) Bellevue Medtech & Services AI EUR Valor: 45074618
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 202.78
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
-0.41%EUR 892.90
Bellevue Funds (Lux) Bellevue Medtech & Services I2 EUR
Bellevue Funds (Lux) Bellevue Medtech & Services I2 EUR Bellevue Funds (Lux) Bellevue Medtech & Services I2 EUR Valor: 39331671
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 287.36
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 797.61
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
-0.65%USD 569.75
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
-0.65%USD 635.06
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
-0.59%CHF 413.42
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
-0.41%EUR 206.58
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
-0.20%CHF 496.49