Bellevue Medtech&Services B EUR
- ISIN
- LU0415391431
- Provider
- Waystone Management Company (Lux) SA
- Close Price
- €567.68 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 10 September 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | -15.56% | — |
| 1 Year | -15.68% | -15.68% |
| 3 Years | -10.08% | -3.48% |
| 5 Years | -17.03% | -3.66% |
| 10 Years | +78.21% | +5.94% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Equity |
| Holdings Classification | Equity United States Multi-Cap Core |
| Geographical Focus | United States of America |
| Fund Size | €842,483,615 |
| Total Expense Ratio | 2.15% |
| Currency | EUR |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 8 |
Available in
Liechtenstein Life PensionLiechtenstein Life WealthVWL-Förderkonzept für Bundeswehrangehörigebest value rentvalue invest VWLvalue rent business UK
Country Exposure
United States
73.5%
Ireland
10.1%
Switzerland
4.1%
France
4.1%
Japan
3.8%
Other
4.4%
Description
The fund aims to achieve capital growth in the long term by investing globally (mainly in the USA) in securities from the medical technology sector. The fund invests at least two thirds of the net assets in a portfolio of carefully chosen shares and other equity securities of companies in the medica...