Bellevue Funds (Lux) - Bellevue Medtech & Services U2 USD header image

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

Fund

ISIN LU2194372939 / Valor 55589722

NAV (2026-04-14)
USD 162.04+1.09%

Bellevue Funds (Lux) - Bellevue Medtech & Services U2 USD
UMushroom community rating:

star star star star star
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

star star star star star

2.00

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

OTHER SHARE CLASSES OF THIS FUND

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
0.09%CHF 141.00
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
0.24%EUR 215.23
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
1.09%USD 153.09
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
0.93%EUR 427.64
Bellevue Funds (Lux) - Bellevue Medtech & Services U CHF
Bellevue Funds (Lux) - Bellevue Medtech & Services U CHF Bellevue Funds (Lux) - Bellevue Medtech & Services U CHF Valor: 55589715
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.09%CHF 131.41
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
1.09%USD 542.13
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
0.93%EUR 153.72
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
0.90%CHF 327.87
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
1.08%USD 482.39
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
0.24%EUR 153.94