BB Global Macro

Successful fund strategy translates into exceptionally high stability - Seite 2

BB Global Macro has performed well with this strategy. Year-to-date the Fund has gained about 7.5% and from a three-year perspective it has beaten its own target of generating a return of 5-7%, having achieved an average annual return of 7.7% with 5.5% volatility. BB Global Macro has a AA rating from Citywire and its good track record has led to a steady inflow of money. Invested fund assets recently passed the 100 million euro mark.

The team's successful strategy is primarily underpinned by analyses of economic cycles in different regions of the world. Based on this rolling data, three investment scenarios are drawn up and appropriate investment ideas created. Lucio Soso co-developed the quantitative models used in these analyses. They enable the fund managers to make sound investment decisions about stocks (from more than 50 countries) and bonds (in more than ten currencies). An in-house tool monitors overall portfolio risk as well as the risk impact of each portfolio position. Risk management constitutes an integral part of the overall investment process. Thanks to the daily monitoring and control of pre-defined risk parameters, the fund's risk/return profile remains very consistent over time.

For further information:

Bellevue Asset Management AG, Seestrasse 16/ P.O. Box, CH-8700 Küsnacht/Zurich
Tanja Chicherio, Tel. [phone], [e-mail]

www.bellevue.ch

Bellevue Asset Management

Bellevue Asset Management is an independent and highly specialized asset management boutique focused on managing equity funds for selective sector and regional strategies, in particular for African equities, Swiss/European entrepreneurial equities and healthcare equities.

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