Bellevue Asset Management AG: Bellevue lauded with a total of six Lipper Awards
EQS Group-News: Bellevue Asset Management AG / Key word(s): Funds
Press release April 25, 2017
Bellevue lauded with a total of six Lipper Awards
Bellevue Asset Management has won awards for best fund in the Equity Europe Small and Mid Caps, Swiss Equities and Healthcare Equities categories. StarCapital claimed three awards for its mixed-asset strategies.
Bravely going against the grain reaps its rewards in asset management, an area in which Bellevue Group specializes. The Group comprises Bellevue Asset Management and StarCapital and its strong performance has been rewarded with a total of six Thomson Reuters Lipper awards.
The Entrepreneur investment strategies also received two awards. The BB Entrepreneur Europe Small fund (ISIN LU0631859229) saw off competition from 66 other funds in the Equity Europe Small and Mid Caps over 3 years category. The BB Entrepreneur Switzerland fund (ISIN CH0023244368) won the Lipper Award for best fund over 10 years in the Equity Switzerland category. Bottom-up stock picking forms the cornerstone of the high-conviction approach pursued as part of the Entrepreneur investment philosophy, whereby the team focuses exclusively on listed owner-run businesses and family businesses. Bellevue recognized the advantages offered by these businesses at an early stage, and are pioneers in this niche market. “As has now been proven in multiple empirical studies, owner-run businesses are more profitable as shown by above-average returns in the long term,” explains Entrepreneur strategy Lead Portfolio Manager, Birgitte Olsen.
This year’s Lipper Fund Award in the Equity Sector Health Care over 3 years category went to the
The company-level Lipper Award in the “Mixed Assets Small” category went to StarCapital, which Bellevue Group acquired in 2016. Investment companies in this asset category with at least three different mixed-asset portfolios were eligible for selection. StarCapital’s consistent performance in this asset category over the last 3 years helped it see off 71 competitors. Speaking about its most recent accolade, StarCapital CEO Alexander Gerstadt explains that, “For us, the award is proof positive that our anti-cyclical multi-asset strategy based on opportunism and not being tied down to benchmarks, a strategy reinforced by our in-house capital market research, is on the up and up”. The two mixed-fund strategies StarCapital Windbonds plus (ISIN LU0256567925) over 10 years and StarCapital Huber Strategy 1 (LU0350239504) over 5 years managed to win out over the comparative group at product level, too.
For further information please contact:
Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700 Küsnacht/Zurich
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 9.4 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. Prospectus, Key Investor Information Document (“KIID”), fund contract as well as the annual and semi-annual reports of the BB Adamant Global Medtech and Services fund established under Swiss law in the category “Other Funds for Traditional Investments” are available free of charge from: Switzerland: Swisscanto Fondsleitung AG, Bahnhofstrasse 9, CH-8001 Zürich or Bellevue Asset Management AG, Seestrasse 16, CH-8700 Kusnacht. Regarding the StarCapital funds the complete prospectus, the Key Investor Information Document (KIID), the articles of association as well as the annual and semi-annual reports hold in German are available free of charge from StarCapital AG, your adviser, paying, facilities and information agents as well as from the management company IPConcept (Luxemburg) S.A., 4, rue Thomas Edison, L-1455 Strassen, Luxembourg.
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