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EQS-News : Bellevue Asset Management AG: Sustainable strategies for investing in healthcare capture the spirit of the times - and generate competitive returns

07/08/2021 | 09:31am EDT
EQS Group-News: Bellevue Asset Management AG / Key word(s): Market Report 
Bellevue Asset Management AG: Sustainable strategies for investing in healthcare capture the spirit of the times - and 
generate competitive returns 
2021-07-08 / 15:30 
Press release, July 8, 2021 
Sustainable strategies for investing in healthcare capture the spirit of the times - and generate competitive returns 
Three years ago, Bellevue Asset Management became the first asset manager to launch a sustainable healthcare strategy. 
In the fall of 2018 the BB Adamant Sustainable Healthcare Fund became the first and, to date, only thematic healthcare 
fund to be honored with the Ecolabel from Austria's Climate Action and Environment Ministry. After its successful 
market launch, the fund has delivered a convincing performance. The strategy has attracted considerable interest from 
investors thanks to its combination of promising fundamental investment ideas and strict sustainability criteria. 
Bellevue, the Swiss boutique asset manager, added a highly focused sustainable investment vehicle to its range of 
investment solutions when it launched the BB Adamant Sustainable Healthcare Fund in late June of 2018. Bellevue's 
investment experts supplemented their time-tested investment process with ESG analytics that meet the strict standards 
of the Austrian UZ49 Ecolabel. In addition to identifying the companies that can offer innovative solutions for today's 
challenges in the healthcare sector by improving efficiency, lowering costs, developing drugs for orphan diseases or 
improving access to medicine in emerging market countries, the fund is focused on healthcare companies that are also 
leaders in environmental, social and governance issues. 
Since its launch in June of 2018, the BB Adamant Sustainable Healthcare Fund has delivered a pleasing 60.0% return (I 
shares, in USD), beating the performance of the broad MSCI World Healthcare Index (55.7%) and with less volatility too. 
Compared to similar funds, the strategy is highly competitive, being ranked in the first performance quartile of the 
Lipper Global Healthcare Peer Group over a 3-year period. 
Proven investment process with a disciplined focus on sustainability 
As investors show ever-greater interest in sustainable investments and regulatory requirements become more stringent, a 
growing number of companies are lining up behind the UN's Sustainable Development Goals. In 2019, Bellevue Asset 
Management became a member of the UN's Principles for Responsible Investment (UN PRI) initiative and integrated 
systematic ESG analyses into its own investment processes. 
The BB Adamant Sustainable Healthcare Fund applies the same proven methodology used for Bellevue's proprietary Adamant 
Healthcare Index, which is an active, fundamental-driven and highly structured investment process that has established 
an excellent performance track record over 14 years and counting. There are about 600 global listed healthcare 
companies in the fund's investment universe. Besides a thorough fundamental analysis, their performance on relevant ESG 
risks is regularly monitored and evaluated. The sustainability assessment process includes a best-in-class approach for 
ranking ESG risk profiles as well as norm- and value-based exclusion criteria. Serious environmental or human rights 
violations and blatant disregard of responsible business practices are systematically avoided by applying various 
exclusionary thresholds with respect to company revenues. 
Bellevue's investment professionals also make use of the long-standing expertise of sustainability specialists from 
Sustainalytics, one of the world's leading providers of ESG research and ratings services. In addition, Bellevue 
acknowledges its role as a responsible asset manager and actively exercises its voting rights in the long-term interest 
of its investors. A constructive dialog with company representatives regarding their sustainability practices rounds 
out Bellevue's ESG process. 
Strong contrast between the fund's profile and its benchmark 
The BB Adamant Sustainable Healthcare Fund focuses primarily on high-growth, attractively valued and profitable 
healthcare companies from the mid cap segment. Its geographic profile is shaped by companies ensuring an ample local 
supply of low-cost medicines aligned with regional and cultural particularities. As a result, the BB Adamant 
Sustainable Healthcare Fund's exposure to North America is capped at 35% of portfolio assets (benchmark weighting: 
71%), whereas the Asian markets are given a weighting of 29% (benchmark: 6%). The fund is not invested in large 
pharmaceutical companies (market capitalization > USD 200 bn) due to their below-average growth rates and expensive 
valuations, whereas these stocks have a benchmark weighting of about 27%. 
With portfolio assets of around USD 250 mn, the fund has attracted considerable interest from investors and doubled in 
size over the past 12 months. The strategy is already well-established as an investment tool for sustainable asset 
management solutions and fund-of-funds and is now attracting the attention of pension funds and other institutional 
investors seeking more efficiency and sustainability in their global healthcare investments. 
Investing responsibly in structural growth 
Thanks to its broad subsector allocation and country diversification, the BB Adamant Sustainable Healthcare Fund is 
well positioned to continue its successful strategy of global and local sustainable investment and delivering 
outperformance for its investors. Zahide Donat, the portfolio manager responsible for the fund's stock selection, 
comments: «With this mix of fast-growing themes, the right stock selection guided by our proven investment process and 
strict ESG criteria, we have created an ideal vehicle that generates attractive returns for our investors with a 
disciplined focus on responsible corporate practices. The fund's track record confirms that.» Dr. Cyril Zimmermann, 
Head of Healthcare Funds and Mandates at Bellevue Asset Management, adds that the fund's successful investment strategy 
is further proof of the team's long-standing expertise in healthcare investments: «Launched in June 2018, our fund was 
the very first ESG strategy dedicated exclusively to the healthcare sector. It has impressively demonstrated that 
sustainability can also be leveraged to create value for investors in the healthcare sector.» 
For further information: 
Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700 Kusnacht/Zurich, 
Tanja Chicherio, Tel. +41 44 267 67 09, tch@bellevue.ch 
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 more than CHF 12 bn. 
Disclaimer: Dieses Dokument ist nicht für die Verteilung an oder die Verwendung durch Personen oder Einheiten bestimmt, 
die die Staatsangehörigkeit oder den Wohn- oder Geschäftssitz an einem Ort, Staat, Land oder Gerichtskreis haben, in 
denen eine solche Verteilung, Veröffentlichung, Bereitstellung oder Verwendung gegen Gesetze oder andere Bestimmungen 
verstösst. Die im vorliegenden Dokument enthaltenen Informationen und Daten stellen in keinem Fall ein Kauf- oder 
Verkaufsangebot oder eine Aufforderung zur Zeichnung von Wertpapieren oder Finanzinstrumenten dar. Die im vorliegenden 
Dokument enthaltenen Informationen, Meinungen und Einschätzungen geben eine Beurteilung zum Zeitpunkt der Ausgabe 
wieder und können jederzeit ohne entsprechende Mitteilung geändert werden. Für die Richtigkeit und Vollständigkeit des 
Inhaltes wird keine Haftung übernommen. Diese Informationen berücksichtigen weder die spezifischen noch künftigen 
Anlageziele noch die finanzielle oder steuerrechtliche Lage oder die individuellen Bedürfnisse des einzelnen 
Empfängers. Dieses Dokument kann nicht als Ersatz einer unabhängigen Beurteilung dienen. Interessierten Investoren wird 
empfohlen, sich vor jeder Anlageentscheidung professionell beraten zu lassen. Die Angaben in diesem Dokument werden 
ohne jegliche Garantie oder Zusicherung zur Verfügung gestellt, dienen ausschliesslich zu Informationszwecken und sind 
lediglich zum persönlichen Gebrauch des Empfängers bestimmt. Mit jeder Anlage sind Risiken, insbesondere diejenigen von 
Wert- und Ertragsschwankungen, verbunden. Bei Fremdwährungen besteht zusätzlich das Risiko, dass die Fremdwährung 
gegenüber der Referenzwährung des Anlegers an Wert verliert. In diesem Dokument werden nicht alle möglichen 
Risikofaktoren im Zusammenhang mit einer Anlage in die erwähnten Wertpapiere oder Finanzinstrumente wiedergegeben. 
Historische Wertentwicklungen und Finanzmarktszenarien sind keine Garantie oder Indikator für laufende und zukünftige 
Ergebnisse. Die bei Zeichnung oder Rücknahme anfallenden Kommissionen und Gebühren sind nicht in den Performancewerten 
enthalten. Kommissionen und Kosten wirken sich nachteilig auf die Performance aus. Finanztransaktionen sollten nur nach 
gründlichem Studium des jeweils gültigen Prospektes erfolgen und sind nur auf Basis des jeweils zuletzt 
veröffentlichten Prospektes und vorliegenden Jahres- bzw. Halbjahresberichtes gültig. Die Bellevue Funds (Lux) SICAV 
ist in der Schweiz zum öffentlichen Anbieten und Vertreiben zugelassen. Vertreter in der Schweiz: ACOLIN Fund Services 
AG, Leutschenbachstrasse 50, CH-8050 Zürich, Zahlstelle in der Schweiz: DZ PRIVATBANK (Schweiz) AG, Münsterhof 12, 

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July 08, 2021 09:30 ET (13:30 GMT)

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