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Bellevue F (Lux) BB Adamant Medtech B EUR

Ranked 21 out of 140 in - Pharmaceuticals & Health Care over 12 months
All calculations are in USD unless stated

Managed by

Stefan Blum

Stefan Blum joined Bellevue Asset Management in 2008 and is lead portfolio manager of the BB Adamant Medtech & Services (Lux) Fund. He has 15 years of experience in the healthcare sector. Prior to joining Bellevue Asset Management, he spent four years as head of investor relations at Sonova, the world's largest manufacturer of hearing instruments. As a financial analyst at Bank Sarasin from 1996 to 2000, he covered medical technology and high tech stocks. After that he served as CFO of Obtree Technologies Inc. and advised listed Swiss companies on strategic investor relations issues. Stefan Blum obtained a degree in business administration from the University of St. Gallen and is a graduate of AZEK.

Marcel Fritsch

Objective

The fund invests worldwide in companies active in the medical technology sector. Experienced sector specialists focus on profitable mid- and large-cap companies with an established product portfolio. Stock selection is based on fundamental company analysis, focusing in particular on the medical benefits and the potential savings for the healthcare systems as well as the expected market potential of a company's products and services. A global network of experts spanning scientific and industrial fields supports the Management Team in forming opinions and making investment decisions.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Pharmaceuticals & Health Care over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 12.0% 10.9%
2016 3.4% -0.5% 7.9% 6.3% -9.4%
2015 -0.5% 4.0% -3.0% -8.1% 7.3%
2014 18.9% 5.6% 2.9% -2.8% 12.6%
2013 20.8% 11.5% -1.7% 1.5% 8.5%
2012 18.0% 12.5% -0.1% 4.5% 0.4%
2011 -8.9% 5.8% 3.3% -16.3% -0.4%
2010 6.1% 5.1% -12.3% 6.7% 8.0%
2009 8.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Medtronic PLC ORD 8.94
Abbott Laboratories ORD 8.11
Boston Scientific Corp ORD 7.15
Danaher Corp ORD 5.37
Edwards Lifesciences Corp ORD 4.75
Stryker Corp ORD 4.71
Zimmer Biomet Holdings Inc ORD 4.67
Baxter International Inc ORD 4.53
Intuitive Surgical Inc ORD 4.06
Becton Dickinson and Co ORD 3.66
31/05/2017

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date30/09/2009
  • Share Class size180Mn
  • Base currencyEUR
  • ISIN LU0415391431

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).