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Bellevue Funds (lux) Bellevue Healthcare Strategy B Eur (0P00019UBU)

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233.510 +0.220    +0.09%
16/05 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 435.37M
Type:  Fund
Market:  Luxembourg
Issuer:  MDO Management Company S.A.
ISIN:  LU1477743386 
Asset Class:  Equity
Bellevue (Lux) BB Adamant Healthcare Index B EUR 233.510 +0.220 +0.09%

0P00019UBU Overview

 
On this page you'll find an in-depth profile of Bellevue Funds (lux) Bellevue Healthcare Strategy B Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00019UBU among other information.
Category

Sector Equity Healthcare

Total Assets

435.37M

Expenses

2.20%

Inception Date

Oct 31, 2016

Investment Strategy

The Sub-fund is an actively managed equity fund. It is based on the Bellevue Healthcare Strategy that has been in existence since 2007. The investment objective of the sub-fund is to achieve long-term capital growth by investing at least two-thirds of the net assets of Bellevue Healthcare Strategy in a portfolio of carefully chosen shares and other equity securities of companies in the healthcare industry, or companies whose main activity consists of holding shares in such companies or financing such companies and who have their registered office or carry out the majority of their economic activity in recognised countries.

Contact Information

Address Kusnacht
Küsnacht, 8700
Switzerland
Phone +41442676700
Fax +41442676701

Top Executives

Name Title Since Until
Samuel Stursberg - 2016 Now
Biography Since 2015 Head Research Health Care Funds & Mandates; 2007-2014 Head Research at Adamant Biomedical Investment AG; 2005-2007 Stock analysis medtech and biotech at Bank Sarasin; 2001-2005 Sustainable Asset Management, stock analysis in healthcare; M.Sc University of Basel, MBA HSG, CFA
Zahide Donat - 2016 Now
Biography Since2015 Junior Portfolio Manager; 2014-2015 Credit Suisse AG, Banking Operations Specialist in Fixed Income; 2010-2013 Migros Bank AG, Relationship Manager; Bachelor of Science ZFH in Business Administration (Focus Banking and Finance)
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