Bellevue Funds (Lux) Bellevue Sustainable Healthcare B USD
ISIN LU1819585537 / Valor 41670698
Bellevue Funds (Lux) Bellevue Sustainable Healthcare B USD
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General Objective
The fund aims to achieve long-term capital growth by investing in healthcare firms with strong sustainability credentials and innovative business models. Examples of sustainability in the healthcare industry include environmentally sound procurement policies, high safety standards for medical products and services, and a commitment to ethics in clinical trials.
Fund Exposure
The fund is primarily exposed to the healthcare sector, with a sector breakdown of services, medtech, pharma, biotechnology, and generics/spec. pharma. Geographically, the fund is exposed to countries such as the United States, China, Japan, Switzerland, and Denmark. The fund focuses on high-growth themes, smart stock selection, and the application of sustainability criteria to achieve attractive returns.
Risks
Investors should be aware that past performance is not a reliable indicator of future results and can be misleading. Changes in exchange rates may have an adverse effect on prices and incomes, as the fund is denominated in a currency that may differ from an investor's base currency. Additionally, individual costs such as front-end loads and custody charges could impact investment results over time.
Source
https://www.bellevue.ch/all-en/all/products/healthcare-investments/healthcare-global/bellevue-sustainable-healthcare/i-shares-usd
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