ACTIVE SOLAR - THE BEST PERFORMING FUND OVER 3 YEARS

Active Solar ranked number 1 for 3 year return among the best 100 funds to watch selected by Portfolio Adviser and Refinitiv.

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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.

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ACTIVE SOLAR OCTOBER NEWS

Active Solar experienced high volatility in October, going down for most of the month before bouncing back in the last week. The negative performance in October is not correlated with most stock markets but it is worth noting that Active Solar still stands out in terms of YTD performance.

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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.

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SEPTEMBER WAS A DIFFICULT MONTH FOR ACTIVE SOLAR

September, as for the financial markets, was a difficult month for the Active Solar fund, which saw a negative performance, even if it remains above average since the beginning of the year.

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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?

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ACTIVE SOLAR DID WELL IN AUGUST COMPARED TO THE NEGATIVE STOCK MARKETS

The positive YTD performance stands out in the heavy correction endured by most stock indexes.

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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.

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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"

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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.

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