BB Healthcare Trust PLC

BB Healthcare Trust PLC
Bellevue Asset Management AG
Closed Ended Investment Company
Sector Specialist: Biotechnology & Healthcare
1.16 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
MSCI World/Health Care NR GBP
Fund Size
£ 724.58 million
Discount Premium
The company aims to provide capital growth and income over the long term, through investment in listed or quoted global healthcare companies. The specific return objectives are to beat the total return of the MSCI World Healthcare Index (in sterling) on a rolling 3-year period and to seek to generate a double-digit total shareholder return p.a. over a rolling 3-year period. It may also invest in ADRs, or convertible instruments issued by such companies and may invest in, or underwrite, future equity issues by such companies. The company may utilize contracts for differences for investment purposes in certain jurisdictions where taxation or other issues in those jurisdictions may render direct investment in listed or quoted equities less effective.
Holding %
Illumina Inc 6.66 %
Align Technology Inc 6.39 %
Anthem Inc 6.29 %
Bristol-Myers Squibb Company 5.84 %
Teladoc Health Inc 5.75 %
Humana AB 5.02 %
Esperion Therapeutics Inc 4.29 %
Insmed Inc 4.11 %
Intuitive Surgical Inc 3.19 %
Jazz Pharmaceuticals PLC 3.19 %
Region %
United States 90.11 %
Europe - ex Euro 9.89 %
Sector %
Healthcare 100.00 %
Bellevue Asset Management AG
8700, Küsnacht, Switzerland
Legal Structure
Closed Ended Investment Company


Brett Darke
Joined 09/01/2017
Paul Major
Joined 12/02/2016

Paul has 18 years of experience in the healthcare sector on the sell-side and was top-rated by a number of institutional investment clients. He was one of the first research partners at Redburn, Europe’s leading independent research firm. His work there included bespoke projects on healthcare portfolio construction for several institutions. Paul was previously an analyst and corporate financier at UBS Warburg and studied biochemistry.

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