Bellevue Asset Management AG
- Land: Schweiz
Nachricht vom 22.03.2018 | 16:12
Bellevue Asset Management AG: Entrepreneur funds win Lipper Awards
Media release March 22, 2018
Bellevue's Entrepreneur funds win Lipper Awards
Two funds from Bellevue's Entrepreneur family of funds, BB Entrepreneur Europe Small and BB Entrepreneur Switzerland, have won Lipper Fund Awards for 2018, in addition to other distinctions. Bellevue Asset Management is pleased that its Entrepreneur investment strategies have won multiples awards just as they did in 2017.
At this year's Lipper Fund Awards, the BB Entrepreneur Europe Small Fund (ISIN LU0631859229) and the BB Entrepreneur Switzerland Fund (ISIN CH0023244368) were again honored as the best funds in their respective category within the European resp. the Swiss market. The BB Entrepreneur Europe Small Fund won the Lipper Award in the category Europe Small & Mid Cap Equity over five years, while the BB Entrepreneur Switzerland Fund was honored as the best fund in the Swiss equities category over three years. These Lipper Awards are the latest in a string of honors. BB Entrepreneur Europe Small recently earned an "excellent" rating in the category European equity from the German Investment Funds Association (BVI), for example, which is awarded to the top three funds in this category. In the ranking of Finanzen Verlag, a German financial publisher, the fund was ranked number 3.
Bellevue Asset Management is a pioneer in the entrepreneur investment theme. It uses a fundamental, research-driven and bottom-up stock-picking process to select the most promising family- or owner-managed opportunities in the stock market. "We are truly pleased to receive these awards. They are an endorsement of our particular approach to entrepreneur investing and clearly motivate us to continue delivering superior performance with all our funds," says Birgitte Olsen, Lead Portfolio Manager for Bellevue's Entrepreneur strategies.
Entrepreneur and family-run businesses are distinguished by sound long-term strategies and typically have very strong balance sheets with low levels of debt and above-average equity ratios. They also operate with lean cost structures and short decision-making channels, which gives these companies more flexibility and agility when the economy weakens. Unlike the typical company on the stock market, entrepreneur companies think in generations, not quarters. This long-term mindset emphasizes sustainability and has been proven to generate more predictable and stronger profit streams. Bellevue Asset Management captures these advantages in its investment products. "Employees at entrepreneur companies identify more strongly with their employer than employees at non-entrepreneur companies. And the personal financial engagement of an owner has a positive impact on the overall performance of the business," adds Birgitte Olsen, who has earned a AAA rating from Citywire, the organization's top award for fund manager outperformance.
The BB Entrepreneur Europe Small Fund, which invests in small-cap stocks in Europe where an entrepreneur or a founder family holds at least 20% of voting rights, ended 2017 with a performance of 29.0%. This fund manages more than EUR 300 million in assets and has managed to beat its benchmark by no less than 27 percentage points over the past three years (as of December 31, 2017). It has earned a five-star rating from Morningstar. The BB Entrepreneur Switzerland Fund advanced 22.8% in 2017. The benchmark for this fund with CHF 140 million in assets is the SPI, which rose by 19.9% over the same period.
For further information, please contact:
Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700 Küsnacht/Zurich
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 the healthcare sector, specialized equity strategies, multi-asset solutions and global equity and bond funds. Assets under management amount to CHF 12 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. Copyright (c) 2017 Morningstar, Inc.. All rights reserved. From Thomson Reuters Lipper Awards, (c)2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
Issuer: Bellevue Asset Management AG
Key word(s): Finance
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