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Excellence in Healthcare Investments

Bellevue – one of the largest healthcare investors
INDEPENDENT - ENTREPRENEURIAL - COMMITTED
Bellevue Healthcare Trust plc is a high conviction, long-only investment trust invested in listed or quoted global healthcare equities. It is unconstrained and able to invest regardless of market cap, sub sector or region, and the portfolio is concentrated with a maximum of 35 holdings. Bellevue Healthcare Trust is managed by Bellevue Asset Management (UK) Ltd, regulated by the FCA, who have built a successful track record in this sector.
  • Portfolio & Strategy

    Expert portfolio

    Committed to active investment management, we focus on a concentrated high-conviction portfolio that provides access to the global, high-growth healthcare market. We connect the best of both worlds: Growth market and an attractive dividend yield of 3.5%.

  • Insights

    Tangible expertise 

    A team of proven healthcare specialists at Bellevue Asset Management (UK) Ltd with a successful track record takes care of investments in the most attractive healthcare companies. In this section you will get a comprehensive insight into the sector, relevant investment topics as well as the monthly update from the portfolio managers Paul and Brett in their blog: Paul and Brett’s Alpha.

  • Bellevue Healthcare

    Investment strategy

    Bellevue Healthcare Trust strategy seeks to exploit a long-term secular growth theme in healthcare. We invest in a concentrated portfolio of listed or quoted global companies providing new set-ups to transform what we view as fundamentally broken healthcare systems around the world. It is a differentiated approach for the rapidly evolving healthcare paradigm.