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Bellevue F (Lux) BB Entrepreneur Europe B EUR

Ranked 174 out of 1028 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Birgitte Olsen

Born in the Norwegian town of Bodö in 1966, Birgitte Olsen obtained her degree from the University of St Gallen in Switzerland. She started her career as a financial controller at Capital Entertainment in 1992, before joining Bank am Bellevue as an equity analyst. Over her professional career, she has worked at asset management houses Vontobel, Generali and GVO before returning to the asset management arm of Bellevue as a senior portfolio manager. Birgitte benefits most from positive or sideways markets, adopting a stock-picking investment style for the funds that she runs. She looks for growth at a reasonable price and her key valuation metrics are price-to earnings, enterprise value-to-earnings and return on capital employed ratios. Birgitte is a CFA Charterholder and outside of fund management she enjoys skiing, playing chess and fishing.

Objective

The investment objective of sub-fund is the achievement of long-term capital growth by investing at least two thirds of its net assets in a portfolio of carefully chosen shares and other equities of companies, who have their registered office or carry out the majority of their economic activity in established European countries and are mainly managed by the owners.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/05/2017 - 31/05/2018
  • Rank 174/1028 Total Return
  • Rank 478/1028 Standard Deviation
  • Rank 94/1028 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
2017 14.1% 8.2% 3.6% 3.2% -1.4%
2016 2.2% -6.3% -3.8% 6.4% 6.6%
2015 14.1% 17.9% -2.5% -7.7% 7.4%
2014 1.0% 5.6% -0.1% -5.3% 1.0%
2013 12.7% 5.6% -4.2% 7.3% 3.8%
2012 22.2% 13.1% -4.2% 7.0% 5.4%
2011 -11.0% -0.5% 1.3% -19.3% 9.5%
2010 34.0% 9.4% -2.2% 8.6% 15.4%
2009 14.3% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland

Fund Info

  • Launch date30/04/2009
  • Share Class size124Mn
  • Base currencyGBP
  • ISIN LU0415391860

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

Related News

Asia equity star exits Swiss boutique amid fund merger

Zurich-based group rolls regional strategy into Europe-focused fund as portfolio manager departs following five-year stint.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).