Overview

Bellevue Group is an independent Swiss financial boutique specializing in asset management. Established in 1993 and listed on the SIX Swiss Exchange, the standalone asset manager has about 100 employees and is focused on a diverse, award-winning range of investment solutions in the three areas of specialized healthcare strategies, alternative investment strategies and traditional investment strategies.

Bellevue Obesity Solutions

The fund’s aim is to achieve capital growth in the long term. The Fund invests worldwide in companies active in the biotechnology sector. Experienced sector specialists focus on profitable mid and large cap companies with an established product portfolio. Stock selection is based on fundamental analysis, in particular of the medical indications addressed, the means of efficacy and the market potential. A global network of experts spanning scientific and industrial fields supports the Management Team in forming opinions and making investment decisions. The selection of portfolio companies is entirely bottom-up, independent of benchmark weightings.

  • STRATEGY:

    Biotech equity

  • AUM (€M):

    36

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, GBP, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Sustainable Healthcare

The fund’s aim is to achieve capital growth in the long term. The BB Adamant Sustainable Healthcare Fund invests in healthcare firms with strong sustainability credentials and innovative business models. Examples of sustainability in the healthcare industry are environmentally sound procurement policies for drug makers, high safety standards for medical products and services, and a commitment to ethics when conducting clinical trials. From the perspective of the patient, the early diagnosis of life-threatening diseases, personalized medicine enabling highly selective treatments and efficient treatment procedures are key sustainability indicators. A variety of high-growth themes, smart stock selection using our established investment process and the application of sustainability criteria are the fund’s tools for achieving attractive returns.

  • STRATEGY:

    Healthcare equity

  • AUM (€M):

    111

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Emerging Markets Healthcare

The fund’s aim is to achieve capital growth in the long term. The fund invests in companies that have their registered office or carry out the majority of their economic activity in the healthcare markets of emerging countries. Its investment universe consists of generics producers, pharma and biotechnology companies, medical technology and services firms. Experienced sector specialists focus on profitable companies that have a wellestablished product portfolio. Investments are made based on fundamental research analysis. Stock selection is exclusively bottom-up, independent of benchmark weightings.

  • STRATEGY:

    Healthcare equity

  • AUM (€M):

    78

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Digital Health

The fund’s aim is to achieve capital growth in the long term. The fund invests globally at least two thirds of the portfolio in companies whose business activities have a strong focus on the digitalization of the healthcare sector. A global network of experts spanning scientific and industrial fields support the Management Team in forming opinions. The selection of portfolio companies is bottom-up.   

  • STRATEGY:

    Healthcare equity

  • AUM (€M):

    366

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Global Macro

The fund’s objective is to generate consistent absolute returns of 5-7% p.a. in any market environment with an annualized volatility around 5-7%. The fund actively invests globally in several asset classes with the possibility to build up long and short exposure, maintaining a constant level of risk over time. A proprietary global macro screening engine supports an experienced team of specialists to express their market views and to define the most successful top down strategies. Risk is an integrated part within the entire investment process. By targeting an explicit risk level on a daily basis the risk profile is maintained over time. The portfolio is mainly invested in liquid assets,the Fund offers daily liquidity.        

  • STRATEGY:

    Absolute return

  • AUM (€M):

    69

  • MANAGEMENT FEE:

    0.80%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, GBP, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Medtech & Services

The fund’s aim is to achieve capital growth in the long term. The fund invests worldwide in companies active in the medical technology and healthcare services sector. Aim is to provide investors an attractive Healthcare Fund solution by investing in the entire healthcare universe with the exclusion of drug makers. Experienced sector specialists focus on profitable, liquid mid and large cap companies with an established product portfolio as well as fast growing small cap companies with leading-edge technology offering. Stock selection is based on fundamental company analysis, focusing in particular on the medical benefits and the potential savings for the healthcare system as well as the expected market potential of a company’s products and services.The selection of the portfolio companies is entirely bottom up, independent of benchmark weightings.

  • STRATEGY:

    Healthcare equity

  • AUM (€M):

    1613

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, GBP, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

Bellevue Asia Pacific Healthcare

The fund’s aim is to achieve capital growth in the long term. The BB Adamant Asia Pacific Healthcare Fund invests in healthcare stocks of companies that have their registered office or carry out the majority of their economic activity in the healthcare markets of the Asia-Pacific region. Its investment universe consists of generics producers, pharma and biotechnology companies, medical technology and services firms. Experienced sector specialists focus on profitable companies that have a well-established product portfolio. Investments are made based on fundamental research analysis. Stock selection is exclusively bottom up, independent of benchmark weightings.

  • STRATEGY:

    Healthcare equity

  • AUM (€M):

    138

  • MANAGEMENT FEE:

    0.90%

  • ESG:

    SFDR art.8

  • CURRENCIES (I CLASS):

    EUR, USD, CHF

  • PLATFORM:

    Allfunds
Factsheet

UPDATE: MARCH 2024

News

DATE TITLE ABSTRACT

21-03-2023

BIOTECH SECTOR TO TAKE OFF IN 2023

Dr. Daniel Koller from Bellevue Asset Management talks to Wealth Briefing about the buying opportunity being created by low valuations in the biotech sector.

Read more

21-02-2023

EMERGING MARKETS HEALTHCARE SECTOR COMEBACK

Fundamental factors are indicating that the recent advance by healthcare stocks across the Asia-Pacific region and in emerging market countries is solidifying into a sustained recovery.Read the market commentary from Remo Krauer Senior Portfolio Manager Healthcare Funds & Mandates at Bellevue AM.

Read more

26-01-2023

REGIONAL HEALTHCARE STRATEGIES: CHINA IN FOCUS

After years of uncertainty, the Chinese healthcare market is expected to grow by around 10% again in 2023. Valuations are currently extremely attractive following Oliver Kubli and Remo Krauer, Portfolio Managers of Bellevue Asia Pacific and Emerging Markets Healthcare.

Read more

25-01-2023

FIVE OPPORTUNITIES FOR HEALTHCARE INVESTORS

Bellevue Asset Management casts a spotlight on five major trends in the healthcare sector for 2023 and outlines their potential from an investor’s perspective.

Read more

09-01-2023

INTERESTING NEWS ON FDA APPROVAL COULD BOOST BELLEVUE BIOTECH FUND

Exciting updates on the FDA approval of Biogen's Alzheimer's drug could herald a new era in Alzheimer's research.What effects will this news have on the thematic fund, specialized in biotechnology, Bellevue Biotech?

Read more

16-11-2022

HEALTHCARE INVESTMENTS IN EAST & WEST - TALKING WITH CYRILL ZIMMERMANN, HEAD HEALTHCARE FUNDS

Investing in Healthcare in the East & West: in this video, Dr. Cyrill Zimmermann, head of Healthcare funds at Bellevue Asset Management, delves into the topic of the healthcare sector in light of what is happening in the US and China.

Read more

25-10-2022

WHY CHINA IS PERSISTING WITH ITS ZERO-COVID POLICY?

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses.

Read more

04-10-2022

BELLEVUE BIOTECH – NEWS ON ALZHEIMERS

Last week Eisai/Biogen presented their highly anticipated data of their product candidate to treat Alzheimer’s dementia. Is this the long awaited breakthrough many have been hoping for or just data that triggers again more questions than answers?

Read more

01-09-2022

MEDTECH & SERVICES SECTOR LIVES UP TO ITS REPUTATION - COMMENT BY MARCEL FRITSCH

Sector rotation into value has lost considerable momentum and investors are showing more interest in fast-growing, innovative, non-cyclical stocks. This has put medtech & services companies (back) on the radar of the general investment community.

Read more

08-08-2022

BELLEVUE MANAGERS CONFIDENT FUTURE OF GLOBAL HEALTHCARE INDUSTRY IS BRIGHT ONE

Here is the latest article in the Mail on Sunday mentioning Bellevue Healthcare Trust from "This is Money UK"

Read more

27-07-2022

BELLEVUE HEALTHCARE STRATEGY – GARP POISED FOR A COMEBACK

The fund's PEG ratio (price/earnings ratio relative to earnings growth) has never been as low as it is now. That is a sign of fair valuations and enticing investment opportunities. Samuel Stursberg explains why the time is ripe for a comeback by profitable growth companies and how the portfolio will benefit from it.

Read more

05-07-2022

2022'S HISTORIC OPPORTUNITIES FOR HEALTHCARE INVESTORS

Paul Major, portfolio manager for Bellevue Healthcare Trust (BBH.L) joined Richard Kimberley at Kepler Trust Intelligence to discuss how the strategy is looking to take advantage of recent volatility, in what he says is likely to be remembered as a historic buy opportunity for investors.

Read more

22-06-2022

EMERGING MARKETS HEALTHCARE – REMO KRAUER UPDATE

Recent quarterly figures and outlooks of many Asian healthcare companies remain robust and encouraging, despite ongoing political and macroeconomic uncertainties. Remo Krauer, PM of the Bellevue Emerging Market Healthcare fund, explains background and impact of the current developments.https://www.bellevue.ch/ch-en/pro/insights/bellevue-insights-emerging-markets-healthcare#history-back

Read more

14-06-2022

ARE WE LIVING IN A POST-COVID WORLD? LISTEN TO THE PODCAST WITH PAUL MAJOR, PM OF THE BELLEVUE HEALTHCARE TRUST.

Paul Major of Bellevue Healthcare Trust and Covid-19 researcher and oncologist Prof. Justin Stebbing, discuss the ongoing transition to a post-Covid-19 world.

Read more

08-06-2022

CAN WE BENEFIT FROM THE DIVERSE CHARACTERISTICS OF THE HEALTHCARE SECTOR?

In this interview, Dr. Terence McManus outlines the investment strategy of the new Bellevue Diversified Healthcare Fund.

Read more

31-05-2022

HAS THE PANDEMIC RESHAPED THE HEALTHCARE SECTOR?

Paul Major of the Bellevue Healthcare Trust tells to The Daily Telegraph how the pandemic made doctors more willing to try new approaches to care.

Read more

17-05-2022

BIOTECH SECTOR SEES POTENTIAL FOR GROWTH POST COVID

In this article from Wealthadviser, Dallas Webb, Portfolio Manager of the Bellevue BB Biotech fund analyses opportunities in the Biotechnology sector.

Read more

27-04-2022

IS NORMALIZATION OF SURGERY VOLUMES POSITIVE FOR MEDTECH COMPANIES? HERE THE ANSWER FROM MARCEL FRISCH

Normalization of surgery volumes is positive for medtech companies and US health insurers are benefitting in an environment of rising interest rates. Marcel Fritsch, Portfolio Manager of the Bellevue Medtech & services fund, discusses the current year and the investment strategy.

Read more

26-04-2022

DIGITAL HEALTH: ENCOURAGING COMPANY SPECIFIC NEWS FLOW – STEFAN BLUM TALKS ABOUT THE BELLEVUE DIGITAL HEALTH FUND

Encouraging company specific news flow, lower valuation multiples and challenges around healthcare workforce are positive factors for the digital health investment case. Stefan Blum, Portfolio Manager of the Bellevue Digital Health fund, discusses the current year and the investment strategy.

Read more

21-04-2022

BELLEVUE’S PAUL MAJOR: INVESTING TO SOLVE HEALTHCARE PROBLEMS

In this article Paul Major tells Mary McDougall why there is a “tremendous buying opportunity” in small and mid caps.

Read more

13-04-2022

UNDERESTIMATED NEWCOMERS – BELLEVUE COMMENTARY ON THE MID-CAP BIOTECH COMPANIES

The steadily growing importance of small and mid-cap biotech companies with innovative product pipelines has not yet been fully acknowledged by financial markets.Here’s the market commentary by Dr. Daniel Koller.

Read more

06-04-2022

CHINA’S HEALTHCARE INDUSTRY AT A TURNING POINT

Remo Krauer, Senior Portfolio Manager of the Bellevue Healthcare Asia Pacific fund, shares his point of view concerning the Healthcare industry in China, which recently made further significant progress in terms of quality and its international profile.

Read more

05-04-2022

DIGITIZATION OF THE HEALTHCARE SECTOR

Stefan Blum, portfolio manager of the Bellevue Digital Health Fund, provides in-depth insights into the topic of digitization in healthcare.

Read more

01-06-2021

LIVESTREAM DIGITAL HEALTH - REVOLUTION IN HEALTHCARE

Marcel Fritsch and Stefan Blum, the Co-Lead portfolio managers of the BB Adamant Digital Health (Lux) fund, present a livestream on the topic of "Digital Health - Revolution in Healthcare".

Read more

18-02-2021

BB INSIGHTS VIDEO UPDATE - MEDTECH & SERVICES - FEBRUARY 2021

Marcel Fritsch and Stefan Blum, portfolio managers of the BB Adamant Medtech & Services and BB Adamant Digital Health review the market situation, new opportunities and some of the companies best positioned to navigate the current uncertainty caused by the pandemic.

Read more

14-01-2021

BELLEVUE LOOKS BACK ON 2020

Bellevue Asset Management product specialists Markus Peter, Jean-Pierre Gerber and Loreno Ferrari look back on 2020 and explain what impact the corona crisis had on Bellevue's investment strategies and in which areas there is potential for 2021.

Read more

28-11-2020

WINNING THE DIGITAL HEALTH RACE

In the attached article Marcel Fritsch, portfolio manager of Bellevue's BB Adamant Digital Health Fund, proposes an analysis of the main growth drivers in the booming digital health sector.

Read more

27-08-2020

A NEW DIGITAL HEALTHCARE GIANT?

Stefan Blum, Portfolio Manager of the Adamant Global Medtech and Services e BB Adamant Digital Health funds discusses a recent acquisition which could represent an opportunity for the American merket and investors.

Read more

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