Bellevue Funds (Lux) Bellevue Healthcare Strategy I EUR

Qualification

ISIN: LU1477743204

Categoría Morningstar: Sector Equity Healthcare

Empresa: Bellevue Asset Management

The Sub-fund is an actively managed equity fund. It is based on the sub-fund that has been in existence since 2007. The investment objective of the sub-fund is to achieve long-term capital growth by investing at least two-thirds of the net assets of the sub-fund in a portfolio of carefully chosen shares and other equity securities of companies in the healthcare industry, or companies whose main activity consists of holding shares in such companies or financing such companies and who have their registered office or carry out the majority of their economic activity in recognised countries. Without limiting the scope of “healthcare sector”, the healthcare sector includes companies from the areas of pharmaceuticals, medical technology, biotechnology and related sectors.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 14,71 3 años: 13,26 5 años: 15,16 Inicio: 14,85 2021: 9,94 2020: 17,38 2019: 25,51 2018: 2,60 2017: 16,99
Rentabilidad anual: Categoría 1 año: 5,28 3 años: 10,32 5 años: 11,28 Inicio: - 2021: 0,92 2020: 21,22 2019: 21,72 2018: -3,31 2017: 20,38
Rentabilidad anual: Percentil 1 año: 62,00 3 años: 25,00 5 años: 6,00 Inicio:- 2021: 64,00 2020: 21,00 2019: 42,00 2018: 52,00 2017: 8,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 14,13 3 Ratio Sharpe: 0,80 5 Correlación: 88,81 Beta: 0,95 Alfa: 1,44 Tracking error: 7,36 Info Ratio: 0,10
Fuente: Morningstar. Datos en euros. Categoría: Sector Equity Healthcare. Fecha: 2021-12-02
Fuente: Morningstar. Datos en euros. Categoría: Sector Equity Healthcare. Fecha: 2021-12-02