Bellevue BB Medtech Fund

  • Overview

     

    Long-only global medical technology equities fund

     

    Key Facts

     

    Why a ‘medtech’ fund? Minimal invasive technologies are leading the way to the future – shorter treatment times reduce healthcare costs. Nascent healthcare markets in emerging markets support growth and profitability. Structural change – decentral approach to healthcare necessitates new products and services. Molecular diagnostics is enabling faster and more precise diagnoses which are more effective and cost-efficient

    Investment Universe The Fund invests globally in companies active in the medtech sector.  Experienced sector specialists focus on profitable mid and large-cap companies with an established product portfolio

    Investment Process Bottom-up stock picking independent of benchmark weightings with fundamental research

    Portfolio Construction The Fund typically holds c. 40 positions, and will tend to be weighted towards cardiology and orthopaedics and predominantly in US listed companies

    Fund Managers

     

    Stefan Blum
    Lead portfolio manager on the Fund with 16 years experience in medtech/healthcare companies. Prior to which he was Head of Investor Relations at Sonova

    Marcel Fritsch Co-portfolio manager on the Fund with 8 years experience in the analysis of life sciences and medical devices companies. Prior to which he was at Deloitte & Touche LLP as a business consultant with a focus on the medtech and pharmaceutical sectors

     

    Why the Bellevue Medtech Fund?

     

    Bellevue are a leader in managing technology portfolios, which they have done for 15 years. They have a strong fundamental approach and look for quality companies with high-quality management, showing innovation and growth potential.

     

     

     

    Literature

    Fact Sheet I-EUR March ’13

    Fact sheet – I-EUR Feb ’13

    KIID Document

     

    Fund Facts


    Fund Type: UCITS IV SICAV

    Domicile:     Lux

    Currency: €/CHF/$

    Dividends: Accumulated

    Benchmark:

    MSCI Healthcare Equlp. & Supp.

    Fund Inception:
    30 September 2009

    Share Class:
    B (Retail), I (Institutional)

    Minimum investment:
    none (B), €500,000 (I)

    Initial Charge:
    Up to 5% (B), up to 1% (I)

    AMC: 1.60% (B), 0.90% (I)

    Administrator: RBC Dexia

    Dealing: Daily at 3pm CET