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Bellevue F (Lux) BB Adamant Medtech&Services B EUR

Rang 4 von 43 in - Aktien - Pharma & Gesundheit über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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

Marcel Fritsch is a global analyst for medical technology & healthcare services and a senior portfolio manager at Bellevue Asset Management. He is a member of Bellevue’s Healthcare Funds & Mandates team and manages the BB Adamant Medtech & Services (Lux) fund and the BB Adamant Global Medtech & Services (CH) fund. Prior to joining Bellevue in 2008, he was a management consultant with Deloitte Touche Tohmatsu, where he advised multinational companies in the medical technology, pharmaceutical and manufacturing sectors on strategic and operational issues. Fritsch graduated from the University of St. Gallen (HSG), where he earned an MSc in economics.

Anlageziel

The fund aims to achieve long-term capital growth. It invests at least two thirds of its net assets in selected shares and other equities of companies in the medical technology sector. Up to one third of the net assets can be invested in debt securities of private and government issuers with various terms and credit ratings. The fund can carry out derivative transactions for the purposes of hedging, efficient portfolio management and the generation of additional income. The fund's income remains in the fund and increases the value of the shares.

Performance

Aktien - Pharma & Gesundheit über : 30.04.2017 - 30.04.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 2,0%
2017 13,9% 10,4% 4,0% -2,4% 1,7%
2016 6,5% -5,1% 10,7% 5,0% -3,5%
2015 10,9% 17,2% -6,5% -8,3% 10,3%
2014 35,4% 5,6% 3,6% 5,3% 17,5%
2013 15,5% 14,5% -2,9% -2,5% 6,6%
2012 16,2% 9,7% 4,9% 3,1% -2,0%
2011 -5,9% 0,0% 1,1% -9,5% 3,0%
2010 13,5% 11,4% -3,1% -4,3% 9,9%
2009 10,3%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Deutschland
  3. Luxemburg
  4. Spanien
  5. Schweiz

Information über den Fonds

  • Starttermin30.09.2009
  • Größe der Anteilsklasse235Mn
  • BasiswährungEUR
  • ISIN LU0415391431

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,60%
  • Ausgabeaufschlag1,6

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