Bellevue Asset Management AG

  • Land: Schweiz

Nachricht vom 14.09.2018 | 16:54

Bellevue Funds awarded Ecolabel certification from Austrian Minister Elisabeth Köstinger

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

14.09.2018 / 16:54

Media Release, September 14, 2018

Bellevue Funds awarded Ecolabel certification from Austrian Minister Elisabeth Köstinger

On September 14, 2018, Bellevue Asset Management was officially awarded the Austrian Ecolabel for the BB Adamant Sustainable Healthcare Fund, its premier healthcare investment fund with a sustainable profile that was launched at the end of June. This award from the Austrian Ministry for Sustainability and Tourism is conferred for products and services with outstanding environmental and social profiles. To date, 50 investment funds from 14 providers have been certified with this Ecolabel (EL). Cyrill Zimmermann, Head of Healthcare Funds & Mandates at Bellevue Asset Management, accepted the award from Minister Elisabeth Köstinger in Vienna: "Today investors not only want their portfolios to generate the highest possible returns, they also want a mix of return potential and ethical investment vehicles."

Healthcare has been one of Bellevue Asset Management's core competencies for 25 years. The Swiss investment specialist employs more than 20 healthcare investment professionals who manage EUR 5.2 bn in various investment vehicles. Zimmermann and his team of experts long ago endorsed the Sustainable Development Goals of the United Nations, for instance Goal 3 of "ensuring healthy lives and promoting well-being for all at all ages." With the launch of the BB Adamant Sustainable Healthcare Fund, Bellevue has introduced another pioneering product that addresses the needs of discerning investors. The fund's management team is supported by Sustainalytics, an internationally recognized ESG rating agency, for the analysis and evaluation of sustainability issues. Examples of sustainability in the healthcare industry are environmentally sound procurement policies for drug manufacturers, high safety standards for medical products and services, and a strong commitment to ethical clinical trials. Examples of sustainable healthcare priorities from a patient's perspective are the early diagnosis of potentially fatal diseases such as HIV or cancer, personalized medicine and targeted therapies, and efficient treatment methods such as surgical robots and minimally invasive procedures. Another criterion concerns pricing policies: Medicines should be affordable for as much of the population as possible.

There are three key criteria that must be met under the EL directive for "green financial products": The investment screening criteria must be well-suited for identifying companies or issuers that deliver veritable benefits to the environment and society at large. Quality standards pertaining to the screening and selection process ensure that the selection criteria are upheld. The third pillar of the EL criteria is transparency. The objective here is to ensure that investors interested in EL-certified funds clearly understand the fund's investment strategy. Adherence to the EL guidelines is verified by independent experts.

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 12.7 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 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.

Additional features:

Document title: Picture_Elisabeth_Köstinger&Cyrill_Zimmermann

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