EQS-News

Bellevue lauded with a total of six Lipper Awards

EQS Group-News: Bellevue Asset Management AG / Key word(s): Funds Bellevue lauded with a total of six Lipper Awards 25.04.2017 / 11:20 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

BB Adamant Global Medtech & Services fund (ISIN CH0034334737). The high proportion of net assets allocated to the area of health care services, comprising the health insurance, hospitals and health care IT sectors, is one of the reasons that the fund outperformed the competition. Combined with innovative, large-cap medical device manufacturers, this area gave the portfolio stability in a volatile environment, in which drug manufacturers in particular were caught at a disadvantage.