Bellevue Healthcare Trust plc (BBH)
Category Sector Equity Healthcare
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell
119.60p
Buy
119.80p
-2.00p (-1.64%)
Discount/Premium
-0.20%
Estimated NAV
121.84p
Prices updated at 14 May 2025, 16:35 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The investment objective of the Company is to provide shareholders with capital growth and income over the long term, through investment in listed or quoted global healthcare companies. The Company’s specific return objective shall be for its NAV per share (on a total return basis) to beat the total return of the MSCI World Health Care Index (in sterling) on a rolling 3 year period (the index total return including dividends reinvested on a net basis)
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.
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Company name
Bellevue Asset Management (UK) Ltd
Legal structure
Closed Ended Investment Company
Domicile
United Kingdom
Fiscal year end
30 Nov 2025
Launch date
02 Dec 2016
Lead manager
Paul Major
Lead manager start date
02 Dec 2016
Lead fund manager biography
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.
Head office
24th Floor, The Shard
London
United Kingdom
SE1 9SG
