BB Healthcare Trust plc

Concentrated high-conviction portfolio that provides access to the global, high-growth healthcare market

 Focus on companies that are making a significant contribution to the improvement of the healthcare system 

The best of both worlds: Growth market and an attractive dividend yield of 3.5%

Please find a more detailed description of share classes here.

Investment Focus


The investment objective of BB Healthcare is to provide Shareholders with capital growth and income over the long term, through investment in listed or quoted global healthcare companies.

Indexed performance (as at: 04.12.2021)

Share price: GBP 186.80 (03.12.2021)

Fonds (Brutto)
01 Jan 2010 - 01 Jan 2010
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Rolling performance (03.12.2021)

BB Healthcare Trust (LSE)-GBPBenchmark
03.12.2020 - 03.12.20219.88%n.a.
03.12.2019 - 03.12.202027.76%n.a.
03.12.2018 - 03.12.20192.49%n.a.
03.12.2017 - 03.12.201822.49%n.a.

Annualized performance (03.12.2021)

BB Healthcare Trust (LSE)-GBPBenchmark
1 year9.88%n.a.
3 years12.88%n.a.
5 years16.20%n.a.
Since Inception p.a.16.48%n.a.

Cumulative performance (03.12.2021)

BB Healthcare Trust (LSE)-GBPBenchmark
1 year9.88%n.a.
3 years43.88%n.a.
5 years112.02%n.a.
Since Inception114.67%n.a.

Annual performance

BB Healthcare Trust (LSE)-GBPBenchmark

Investment Focus

BB Healthcare intends to invest in a concentrated portfolio of listed or quoted equities in the global healthcare industry.

The investable universe for BB Healthcare is the global healthcare industry including companies within industries such as pharmaceuticals, biotechnology,
medical devices and equipment, healthcare insurers and facility operators, information technology (where the product or service supports, supplies or services the delivery of healthcare), drug retail, consumer healthcare and distribution.Show moreShow less

Investment suitability & Risk


Low risk

High risk

The investment company’s objective is to generate attractive and competitive capital growth in the long term. It is therefore particularly suited to investors with an investment horizon of at least 5 years who want to selectively diversify their portfolio with investments in the healthcare sector and who are willing to accept the equity risks typical of this sector.

General Information

Investment ManagerBellevue Asset Management (UK) Ltd
CustodianCaceis Bank Luxembourg, London Branch
Fund AdministratorPraxisIFM Fund Services (UK) Limited
AuditorErnst & Young LLP
Launch date01.12.2016
Year end closing30. Nov
BloombergBBH LN Equity

Legal Information

Legal formplc


  • Healthcare has a strong, fundamental demographic-driven growth outlook.
  • The fund has a global and unconstrained investment remit.
  • It is a concentrated high conviction portfolio.
  • The Trust offers a combination of high quality healthcare exposure and a 3.5% dividend yield.
  • BB Healthcare has an experienced management team and strong board of directors.

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  • Portfolio Manager

    Paul Major

    Paul Major has been serving as Portfolio Manager at Bellevue Asset Management (UK) Ltd since 2016. His previous roles include Research Partner at Redburn and Analyst at UBS Warburg. He holds a Master's degree in Biochemistry from the University of Bath, UK.
  • Portfolio Manager

    Brett Darke

    Brett Darke (joined 1 September 2017) has 11 years experience covering healthcare and the wider lifesciences sector on the buy-side at TT International, on both long-only and long/short funds. Brett previously worked for five years in corporate finance at Merrill Lynch and Bear Stearns. He holds a Masters degree in Medicine and Management studies from Cambridge University and is a CFA charterholder.

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