Bellevue Healthcare Trust plc (BBH)

Category Sector Equity Healthcare
star-filledstar-filledstar-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

145.60p

Buy

146.40p

arrow-up0.60p (+0.41%)

Discount/Premium

-9.81%

Estimated NAV

161.21p

Prices updated at 04 Oct 2024, 16:35 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
To provide Shareholders with capital growth and income over the long term, through investment in listed or quoted global healthcare companies. The Company may also invest in ADRs, or convertible instruments issued by such companies and may invest in, or underwrite, future equity issues by such companies.
FTSE All-Share
arrow-up0.09%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 04 Oct 2024, 23:10

Trailing returns (%) as of 04 Oct 2024, 23:10

Annual performance (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 1833.64-0.09
30 Sep 18 - 30 Sep 19-12.3716.12
30 Sep 19 - 30 Sep 2035.5651.10
30 Sep 20 - 30 Sep 2120.304.72
30 Sep 21 - 30 Sep 22-9.67-11.75
30 Sep 22 - 30 Sep 23-15.11-14.43
30 Sep 23 - 30 Sep 2410.0123.92

Primary benchmark: MSCI World HealthCare TR GBP

Peer group index: Morningstar IT Biotechnology & Healthcare

Trailing returns (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
1 Day-0.270.35
1 Month-5.83-3.18
3 Months6.371.92
6 Months0.920.29
1 Year12.1725.28
3 Years annualised-5.54-1.82
5 Years annualised7.278.74

Primary benchmark: MSCI World HealthCare TR GBP

Peer group index: Morningstar IT Biotechnology & Healthcare

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.