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Disclaimer
To continue, please select your country of domicile and investor type. Depending on your domicile and the investor type that you select, you will have full or restricted access to the information due to legal reasons.

Retail clients: according to Art. 4 Abs. 2 FinSA

Professional/Institutional investors: according to Art. 4 paragraph 3-5 and Art. 5 paragraph 1 and 3-4 FinSA and Art. 10 paragraph 3 and 3ter CISA in conjunction with Art. 6a CISO

Important

Principles 

By using the website www.bellevue.ch, you confirm that you have read, understood and accepted the general information provided by the Bellevue Group AG as well as these legal provisions. These may be subject to change and the use of the site may be restricted or terminated at any time without prior notice.

No recommendation and/or offer for subscription (or for purchase) and/or redemption (or for sale)

The information, products, data, services, tools and documents contained or described on this site ("website content") are for information purposes only and constitute neither an advertisement or recommendation nor an offer or solicitation (to buy) or redemption (sell) investment instruments, to effect any transaction or to enter into any legal relations.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.rlich sind.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.

In order to determine whether the investment in shares of a certain investment fund meets your specific requirements and matches your envisaged risks, we recommend that you contact an independent financial adviser. Furthermore, we recommend that you consult an independent tax adviser in order to obtain information on the tax regulations relating to a specific investment in your legal jurisdiction and with regard to your personal circumstances. In particular tax treatment depends on individual circumstances and may be subject to change.

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.

Performance

Past performance is not an indication or guarantee of the future performance of the investment. The value of investments may be subject to fluctuations and, under certain circumstances, investors may not get back the full amount invested. The performance data are calculated without taking account of commissions and costs that result from subscriptions and redemptions and commissions and costs have a negative impact on performance. Changes in foreign-exchange rates may also cause the value of investments to go up or down.

Target group of the sites 

The sites are intended exclusively for use by legal entities and natural persons having their registered office or residing in countries in which the investment funds or the related subfunds or share classes of the Bellevue Group have been properly licensed or approved for public offer or sale in accordance with the applicable local legislation. The funds are currently registered for public distribution offer in the following countries: Luxembourg, Switzerland, Germany, Austria, Spain and Portugal. In all other countries, the funds may, if any, via "Private Placement" according to the local applicable laws.

It is explicitly stated, that alternative fund products are not allowed for public distribution in any country and that they may only and exclusively be solicited to institutional and qualified private investors according to the applicable local laws of each country.

The information and services provided on the sites are not intended for offer to or use by legal entities or natural persons in legal jurisdictions or countries in which the offer or use thereof would violate local legislation or legal provisions, or in which business units forming part of Bellevue Group would be subject to registration requirements in such jurisdictions or countries. Legal entities or natural persons to which such prohibitions apply must not access or use these sites.

The Bellevue funds have NOT been licensed for public offer or sale to the public in the United States in accordance with the US Investment Company Act of 1940 or the US Securities Act of 1933, or in Canada, Japan, Taiwan, Malaysia, Hong Kong or Israel in accordance with the laws in force in those countries. Therefore, particular importance is attached to ensuring that these sites are not intended for legal entities or natural persons, who have their registered office or who reside in such countries, their territories or dependencies or who, on account of their citizenship or similar status, are subject to the law of one of these countries.

Fund documents Luxembourg Fund

Bellevue SICAV: The Bellevue Funds (Lux) SICAV is admitted for public offering and distribution in Switzerland . Representative agent in Switzerland   Waystone Fund Services (Switzerland) SA, Avenue Villamont 17, CH-1005 Lausanne and paying agent in Switzerland: DZ PRIVATBANK (Schweiz) AG Münsterhof 12, PO Box, CH-8022 Zürich. Austria: Paying and information agent: Zeidler Legal Process Outsourcing Limited., 19-22 Lower Baggot Street, Dublin 2, D02 X658, Ireland. Germany: information agent: Zeidler Legal Process Outsourcing Limited., 19-22 Lower Baggot Street, Dublin 2, D02 X658, Ireland. Spain: The Bellevue Funds (Lux) SICAV is registered with the CNMV under the number 938. Paying and information agent: atl Capital, Calle de Montalbán 9, ES-28014 Madrid.  Prospectus, Key Investor Information Document (“KID”), 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. 

Bellevue Asset Management (Deutschland) GmbH: You can obtain the sales prospectus, the annual reports and the german key investor information documents free of charge from Bellevue Asset Management (Deutschland) GmbH, and also from banks and financial advisers. Paying agent in Switzerland is DZ PRIVATBANK (Schweiz) AG, Münsterhof 12, PO Box, CH-8022 Zurich. The swiss agent is IPConcept (Schweiz) AG, In Gassen 6, PO Box, CH-8022 Zurich. In Switzerland you can obtain sales prospectus, the annual reports and the german key investor information documents free of charge from the agent and also from the paying agent. 

Fund documents Bellevue Entrepreneur Switzerland

Prospectus, Key Investor Information Document („KID“), fund contract as well as the annual and semi - annual reports of the Bellevue Fund under Swiss law are available free of charge from: Switzerland : PMG Fonds Management AG, Dammstrasse 23, 6300 Zug or Bellevue Asset Management AG, Seestrasse 16, CH - 8700 Kusnacht. 

Fund documents Bellevue Funds and Bellevue Healthcare Strategy

Prospectus, Key Investor Information Document („KID“), fund contract as well as the annual and semi - annual reports of the Bellevue 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

Fund documents StarCapital Multi Income and StarCapital Dynamic Bonds

Prospectus, the key information document ("PRIIP-KID"), the management regulations and the semi-annual and annual report are available free of charge in German from Bellevue Asset Management (Deutschland) GmbH, your advisor or intermediary, the paying agents, the relevant custodian bank or from the management company IPConcept (Luxembourg) S.A. (société anonyme), 4, rue Thomas Edison, L-1445 Luxembourg, Luxembourg, https://www.ipconcept.com. For information on opportunities and risks as well as tax information, please refer to the current detailed sales prospectus. Further information on investor rights can be found on the Management Company's website (https://www.ipconcept.com). The management company may decide to cancel the arrangements it has made for the distribution of the units of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.

Fund documents Bellevue Option Premium fund

Prospectus, the key information document ("PRIIP-KID"), and the semi-annual and annual reports are available free of charge in German from Bellevue Asset Management (Deutschland) GmbH, your advisor or intermediary, the paying agents, the responsible depositary (UBS Europe SE, Bockenheimer Landstrasse 2-4, D-60306 Frankfurt am Main) or from the management company Universal-Investment-Gesellschaft mbH, Theodor-Heuss-Allee 70, D-60486 Frankfurt am Main, https://www.universal-investment.com. For information on opportunities and risks as well as tax information, please refer to the current detailed sales prospectus. Further information on investor rights can be found on the Management Company's website (https://www.universal-investment.com). The management company may decide to cancel the arrangements it has made for the distribution of the units of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.

Data protection

By accessing this website you state that you agree with the data protection statement. If you do not agree with this statement you should refrain from accessing any further pages of this website. This statement may be updated at any time. We therefore recommend that you check this statement regularly.

Confirmation

By clicking on "Accept", you confirm that you agree to the legal provisions. 

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Terms of use

Access to the bellevue group website

By accessing the information published on the website of Bellevue Group www.bellevue.ch, you signify that you agree with the following terms of use: 

Persons in a jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the Bellevue Group website is prohibited must not access the Bellevue Group website. Restrictions apply in particular to citizens of the United States of America (USA) and Great Britain and to persons who are domiciled in the USA or the UK

Ownership of the website

This website is owned by Bellevue Group, a financial group with registered office in Switzerland.

Copyright

The entire content of this Bellevue Group website is subject to copyright with all rights reserved. You may download or print out individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. The downloading or other reproduction of software or other data from the website does not constitute a transfer of proprietary rights, which shall remain entirely and exclusively with Bellevue Group. This website may not be reproduced, modified or transmitted (by electronic means or otherwise) for any public or commercial purpose without the prior permission of Bellevue Group.

Use of the website

This website has been created solely for information purposes and for personal use by the user. The information and opinions given on the Bellevue Group website are subject to change at any time, without notice.

Not an offer

The information published on the Bellevue Group website constitutes neither a solicitation nor an offer or recommendation to buy or sell investment instruments or to effect any other transactions.

No guarantee or liability

Although Bellevue Group takes all reasonable steps to ensure that the information it publishes is reliable, it gives no assurances whatsoever with regard to the accuracy, reliability or completeness of the information and opinions contained on the website. Nothing published on the Bellevue Group website constitutes legal or other advice, nor should any investment or any other decisions be taken on the basis of this information.
Bellevue Group disclaims all liability for the potential impairment of the information due to technical faults (incorrect transmission, technical defects, system interruptions, unauthorized access by third persons, etc.). Under no circumstances can Bellevue Group be held liable (including, but not limited to, negligence) for any losses or damages, without limitation, including direct, special, indirect or consequential losses which might arise out of or in connection with access to or the use, performance or retrieval of the website or linking to other websites.

Investment strategy

As an investor, you should bear in mind that past performance is not an indicator of future returns on investments (i.e. the value of an investment may fall as well as rise). The maintenance of the invested capital cannot be guaranteed. The value of an investment may also fluctuate due to changes in rates of foreign exchange.

Links to other websites

Clicking on certain links may take you away from the Bellevue Group Website. Bellevue has not checked the sites linked to its website and accepts no liability for their content, the products or services offered on them or other offerings. Likewise, Bellevue Group accepts no liability for the content, products or services of other sites containing a link to the Bellevue Group website.

Google Tag Manager

Description and purpose 

We use Google Tag Manager (Google LLC. 1600 Amphitheatre Parkway Mountain View, CA 94043, USA) on our website. Google Tag Manager allows us to manage website tags via an interface and is a cookie-free domain that does not collect personal information, but can trigger other tags that collect data. Your data is anonymized before transmission with the support of JENTIS GmbH.

Rechtsgrundlage 

Die Rechtsgrundlage der Verarbeitung Ihrer personenbezogenen Daten ist Art. 6 Abs. 1 lit. f) DSGVO.

Empfänger 

The legal basis for the processing of your personal data is Art. 6 para. 1 lit. f) GDPR.

Transmission to third countries

The personal data will be transferred to the United States.The transfer is subject to appropriate safeguards pursuant to Art. 46 GDPR. Where necessary, we have concluded suitable guarantees within the meaning of Art. 46 para. 2 GDPR with the data importer. In addition, we are aware of our responsibility and, where necessary, take further measures to protect the rights and freedoms of natural persons to ensure the protection of personal data.

Duration of data storage

The data will be deleted as soon as it is no longer required to achieve the purpose for which it was collected. In addition, the data will be deleted if you assert your right to deletion within the meaning of Art. 17 para. 1 GDPR.

Contradiction

In accordance with Art. 21 (1) GDPR, you have the right to object to the processing of your personal data at any time. If you exercise your right, processing for this purpose will no longer take place. Further information on this can be found above in our privacy policy under “Rights of data subjects.”Contractual and legal obligation
 

There is no contractual or legal obligation to provide the data.

Further data protection information

Further information on the processing of your personal data can be found here: 

https://policies.google.com/privacy?hl=de&gl=de

Potential conflicts of interest 

The companies of the Bellevue Group and/or their Boards of Directors, executive management and employees may have or have had interests or positions in, or traded or acted as market maker in relevant securities published on this website. Furthermore, such entities or persons may have or have had a relationship with or may provide or have provided corporate finance or other services to or serve or have served as directors of relevant companies.