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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, Theaterstrasse 12, CH-8001 Zurich.

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, Theaterstrasse 12, CH-8001 Zurich.

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, Theaterstrasse 12, CH-8001 Zurich.

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

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More info

Our investment teams

The Bellevue Team is highly specialized and has built a strong international reputation as an active manager with a clear focus on healthcare investments, small & mid-sized entrepreneur strategies, and yield investments. We offer extensive expertise in specific sectors gained during more than 30 years of operation. Discover what we can do for you and how you can benefit from our expertise! 

Our experts

Filter by team:

  • Biotech
  • Medtech
  • Thematic
  • Healthcare Global
  • Healthcare Regional
  • Listed Small & Mid Sized Entrepreneur Investments
  • Private Equity Strategies
  • Alternatives
  • Bonds

  • Biotech

    • Dr. Christian Koch

      Head Investment Management Team

      Dr. Christian Koch

    • Dr. Wendy Lam

      Deputy Head Investment Management Team & Head of US Research

      Dr. Wendy Lam

    • Dr. Maurizio Bernasconi

      Deputy Head Investment Management Team

      Dr. Maurizio Bernasconi

    • Dr. Anna Guinot Aguado

      Investment Management Team

      Dr. Anna Guinot Aguado

    • Leonidas Georgiou

      Investment Management Team

      Leonidas Georgiou

    • Can Buldun-Gora

      Data Scientist

      Can Buldun-Gora

    • Olivia Woolley

      Data Scientist

      Olivia Woolley

    • Samuel Croset

      Data Scientist

      Samuel Croset

  • Medtech

    • Marcel Fritsch

      Portfoliomanager

      Marcel Fritsch

    • Stefan Blum

      Portfoliomanager

      Stefan Blum

    • Catharina Claes

      Analyst

      Catharina Claes

    • Annie Zeng

      Analyst

      Annie Zeng

  • Thematic

    • Stefan Blum

      Portfoliomanager

      Stefan Blum

    • Catharina Claes

      Analyst

      Catharina Claes

    • Marcel Fritsch

      Portfoliomanager

      Marcel Fritsch

    • Remo Krauer

      Portfoliomanager

      Remo Krauer

    • Dr. Christian Lach

      Portfoliomanager

      Dr. Christian Lach

    • Lukas Leu

      Portfoliomanager

      Lukas Leu

    • Annie Zeng

      Analyst

      Annie Zeng

  • Healthcare Global

    • Brett Darke

      Portfoliomanager

      Brett Darke

    • Oliver Kubli

      Portfoliomanager

      Oliver Kubli

    • Lukas Leu

      Portfoliomanager

      Lukas Leu

    • Paul Major

      Portfoliomanager

      Paul Major

    • Terence McManus

      Portfoliomanager

      Terence McManus

    • Markus Peter

      Head Anlagen & Produkte

      Markus Peter

  • Healthcare Regional

    • Remo Krauer

      Portfoliomanager

      Remo Krauer

    • Oliver Kubli

      Portfoliomanager

      Oliver Kubli

  • Listed Small & Mid Sized Entrepreneur Investments

    • Birgitte Olsen

      Portfoliomanager

      Birgitte Olsen

    • Laurent Picard

      Portfoliomanager

      Laurent Picard

    • Loreno Ferrari

      Senior Produktspezialist

      Loreno Ferrari

  • Private Equity Strategies

    • Benjamin Böhner

      Managing Director

      Benjamin Böhner

    • Alexandra Egg

      Investment Manager

      Alexandra Egg

    • Dominik Ehrsam

      Investment Director

      Dominik Ehrsam

    • Andreas Kaltseis

      Investment Director

      Andreas Kaltseis

    • Jan Kollros

      Managing Partner

      Jan Kollros

    • Reto Menzi

      Associate

      Reto Menzi

    • Florian Wegmann

      Investor Relations

      Florian Wegmann

  • Alternatives

    • Dr. Malek Bou-Diab

      Portfoliomanager

      Dr. Malek Bou-Diab

    • Alexandrine Jaecklin

      Portfoliomanager

      Alexandrine Jaecklin

    • Stefan Köhling

      Portfoliomanager

      Stefan Köhling

    • Markus Peter

      Head Anlagen & Produkte

      Markus Peter

    • Klaus Spöri

      Portfoliomanager

      Klaus Spöri

  • Bonds

    • Dr. Malek Bou-Diab

      Portfoliomanager

      Dr. Malek Bou-Diab

    • Alexandrine Jaecklin

      Portfoliomanager

      Alexandrine Jaecklin

    • Markus Peter

      Head Anlagen & Produkte

      Markus Peter

Our investment strategies