Bellevue Asset Management AG

  • Land: Schweiz

Nachricht vom 09.01.2017 | 15:30

Bellevue Asset Management AG: Successful Healthcare Index strategy now available for the broader investment community

EQS Group-News: Bellevue Asset Management AG / Key word(s): Product Launch/Funds

09.01.2017 / 15:30

April 2017 marks the ten-year anniversary of the Adamant Global Healthcare Index. With that date on the horizon, it is more than fitting that the team under Dr. Cyrill Zimmermann, Head of Healthcare Funds & Mandates at Bellevue Asset Management, has launched a corresponding investment fund governed by Luxembourg law. The BB Adamant Healthcare Index (Lux) Fund (ISIN B-USD LU1477742909) was registered for public distribution in Germany, Austria, Switzerland and Luxembourg end of 2016.

The Adamant Global Healthcare Index was created in April 2007 to capture the attractive prospects that the global healthcare market offers to investors. The index is composed of the forty most attractive healthcare stocks in the global universe. It is reviewed every six months in April and October and adjusted if necessary. Since inception, the index has produced an excess return of 153% relative to the MSCI World Index and of 98% relative to the MSCI World Health Care Index. The absolute performance since inception - measured in USD - is 188%. The success of the Adamant Healthcare Index led to the 2011 launch of a Swiss investment fund for institutional investors that replicates the index. This Swiss fund is now being followed by a Luxembourg-based fund that has been approved for sale to retail investors in Germany, Switzerland, Austria and Luxembourg.

All growth segments in one fund

With new drug approvals holding steady at high levels and a flurry of innovation coming from the medtech and services sub-sectors, the healthcare sector's long-term growth potential is secure and investors can participate in that potential through this fund. For Dr. Cyrill Zimmermann, this new fund represents another major step in the development of Bellevue Asset Management's range of healthcare investment products: "A growing number of investors had asked us to offer an index product outside Switzerland too. Those requests have now been met with the launch of the BB Adamant Healthcare Index (Lux) Fund. This is an important addition to our diverse range of sound investment solutions. The fund effectively covers all of the high growth segments within the promising healthcare industry on a global scale."

The BB Adamant Healthcare Team continuously screens about 600 of the 3,000 listed companies in the healthcare sector based on 8 criteria. Four quantitative and four qualitative parameters are applied. The qualitative parameters measure the quality and track record of a company's management team, product pipeline and operating risks as well as country-related risks while the quantitative parameters provide information on stock valuations. There are four regions, Western Europe, North America, Japan/Australia and Emerging Markets, and the index is composed of the ten best stocks from each region.

The region with the highest overall score, usually North America, can have a maximum index weighting of 35% when the index is rebalanced, so this index puts more emphasis on emerging markets. Companies with high valuations and low growth rates are rarely in the index. Historical index data shows that mid-cap stocks have typically represented 60% to 80% of the index and the Asia region has accounted for about one-third of the index. Furthermore, conventional pharma stocks are clearly underweighted compared to their weighting on the MSCI World Health Care Index, the standard sector benchmark.

For further information please contact:

Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700 Küsnacht/Zurich
Tanja Chicherio, Tel. +41 44 267 67 09,

Bellevue Asset Management

Bellevue Asset Management and its sister company StarCapital based in Oberursel outside Frankfurt, Germany are part of Bellevue Group, an independent, Swiss financial group with a registered office in Zurich and a listing on the Swiss Exchange SIX. Bellevue was established in 1993 and has since become a leading investment boutique with a focus on healthcare, regional strategies, multi-asset solutions and global equity and bond funds. Assets under management amount to CHF 9.4 billion.

Disclaimer: This document is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments. The information, opinions and estimates contained in this document reflect a judgment at the original date of release and are subject to change without notice. No liability is assumed for its correctness and accuracy. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient and in particular tax treatment depends on individual circumstances and may be subject to change. This document is not to be relied upon in substitution for the exercise of independent judgment. Before making any investment decision, investors are recommended to ascertain if this investment is suitable for them in the light of their financial knowledge and experience, investment goals and financial situation, or to obtain specific advice from an industry professional. The details and opinions contained in this document are provided without any guarantee or warranty and are for the recipient's personal use and information purpose only. Every investment involves risk, especially with regard to fluctuations in value and return, and investors' capital may be at risk. If the currency of a financial product is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. Past performance is no indicator for the current or future performance. The performance data are calculated without taking account of commissions and costs that result from subscriptions and redemptions. Commissions and costs have a negative impact on performance. This document does not reflect any risks related to investments into the mentioned securities and financial instruments. Financial transactions should only be undertaken after having carefully studied the current valid prospectus and are only valid on the basis of the latest version of the prospectus and available annual and semi-annual reports. As the funds are recognised (ie. registered) but not authorised in the UK, the UK Financial Services Authority's financial services compensation scheme does not apply to investments in the fund but the Financial Services Authority regulated firm approving this document for the purposes of UK regulation has taken reasonable steps to satisfy itself that Bellevue will deal in an honest and reliable way and is so satisfied. The Bellevue Funds (Lux) SICAV is admitted for public offering and distribution in Switzerland. Representative agent in Switzerland: Acolin Fund Services AG, Affolternstrasse 56, CH-8050 Zürich and paying agent in Switzerland: Bank am Bellevue AG, Seestrasse 16, P.O. Box, CH-8700 Kusnacht. The Bellevue Funds (Lux) SICAV is admitted for public distribution in Austria. Paying and information agent: Erste Bank der oesterreichischen Sparkassen AG, Graben 21, A-1010 Vienna. The Bellevue Funds (Lux) SICAV is admitted for public distribution in Germany. Paying and information agent: Bank Julius Bär Europe AG, An der Welle 1, P.O. Box, D-60062 Frankfurt a. M. The Bellevue Funds (Lux) SICAV is recognised for public offering and distribution in the United Kingdom. Facilities agent: Global Funds Registration Limited, 1st Floor, 10 New Street, London EC2M 4TP.The Bellevue Funds (Lux) SICAV is registered with the CNMV under the number 938. Prospectus, Key Investor Information Document ("KIID"), the articles of association as well as the annual and semi-annual reports of the Bellevue Funds under Luxembourg law are available free of charge from the above mentioned representative, paying, facilities and information agents as well as from Bellevue Asset Management AG, Seestrasse 16, CH-8700 Kusnacht.



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