Bellevue Asset Management AG

  • Land: Schweiz

Nachricht vom 17.04.2020 | 08:30

Bellevue's Medtech & Services Fund wins Refinitiv Lipper Fund Award Europe

EQS Group-News: Bellevue Asset Management AG / Key word(s): Funds
17.04.2020 / 08:30

Media Release of April 17, 2020

Bellevue's Medtech & Services Fund wins Refinitiv Lipper Fund Award Europe

The BB Adamant Medtech & Services Fund earned an award as best European fund in the Health category at the European 2020 Refinitiv Lipper Fund Awards on the basis of its stellar risk-adjusted performance over the past three years. The fund outperformed its 33 European peers over the three-year period.

After winning Refinitiv Lipper country awards for Germany and Austria for its excellent performance, the BB Adamant Medtech & Services Fund (ISIN LU0415391514) has now won another Lipper Award as the best European fund in the Health category over the past three years.

Bellevue Asset Management is an investment specialist that has focused on healthcare for more than 25 years. The BB Adamant Medtech & Services Fund invests in the entire healthcare universe with the exception of the drug developers. Extensive fundamental research is used in a bottom-up stock-picking process to screen and select the fund's investments. "We are very pleased to earn this Lipper award. It confirms our investment approach and inspires us to continue to excel especially during times like these," says Stefan Blum, the fund's co-manager.

Stefan Blum and Marcel Fritsch have co-managed the fund ever since the former investment company was converted into an investment fund in 2009. The fund's sustained success can be traced to this management continuity and to a steady focus on a compelling growth theme, among other reasons. The innovative drive and transformative potential of the medical technology industry are just as strong as before. Medtech is one of the most defensive pockets of the stock market with sustained outperformance potential. Particularly during times of crisis, the medtech sector's specific qualities, such as almost non-cyclical demand and solid balance sheets with low levels of debt and high cash flows, offer considerable peace of mind. "We see considerable upside potential in the areas of diabetes treatment, robotic surgery, and minimally invasive heart valve replacement and repair. In the wake of the coronavirus pandemic, investors have bought up the shares Teladoc Health, Ping An Healthcare Technology, One Medical (1Life Healthcare) and other companies that offer virtual care solutions," explains fund co-manager Marcel Fritsch.

The BB Adamant Medtech & Services Fund is a viable alternative for investors who want to profit from the solid fundamentals the healthcare market has to offer without any exposure to the price, research and patent-cliff risks associated with drug developers, or who want to round out an existing pharma allocation.

For further information:
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 registered in Zurich and listed on the Swiss Exchange SIX. Bellevue was established in 1993 and is a leading investment boutique specialized in healthcare equities and traditional as well as alternative investment strategies with assets under management of CHF 10.6 bn.

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 any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. It is particularly not intended for US persons, as defined under Regulation S of the U.S. Securities Act of 1933, as amended. The information and data presented in this document are not to be considered as an offer 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. 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 not to be considered as recommendation or investment advice. 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. For more information about the associated costs, please refer to the related costs and fees section of the prospectus. Any benchmarks/indices cited herein are provided for information purposes only. No benchmark/index is directly comparable to the investment objectives, strategy or universe of the subfund. The performance of a benchmark shall not be indicative of past or future performance of the subfund. 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 halfyearly reports. Please take note of the risk factors. Countries of distribution and local representatives The Bellevue Funds (Lux) is registered and admitted for public distribution in Austria, Germany, Luxembourg, Spain and Switzerland. Austria Paying and information agent: ERSTE BANK der oesterreichischen Sparkassen AG, Am Belvedere 1, A-1100 Vienna Germany Information agent: ACOLIN Europe GmbH, Reichenaustrasse 11a-c, D-78467 Konstanz Spain Representative: atl Capital, Calle de Montalbán 9, ES-28014 Madrid - CNMV under the number 938 Switzerland The Bellevue Funds (Lux) SICAV is registered for public offering and distribution in Switzerland with the Swiss Financial Market Supervisory Authority. Representative agent in Switzerland: ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich Paying agent in Switzerland: Bank am Bellevue AG, Seestrasse 16, P.O.Box, CH-8700 Küsnacht You can obtain the sales prospectus, Key Investor Information Document ("KIID"), statutes and the current annual and half-yearly reports, the current share prices and further information about the fund free of charge in German from the management company Bellevue Asset Management AG, Seestrasse 16, CH-8700 Küsnacht, the representative agent in Switzerland or online at In respect of the units distributed in or from Switzerland, the place of performance and jurisdiction is at the registered office of the representative agent.

End of Corporate News

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