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MIV Global Medtech Fund P1

Ranked 97 out of 132 in - Pharmaceuticals & Health Care over 12 months
All calculations are in USD

Managed by

Juerg Nagel

Juerg Nagel was born in the early sixties. He holds a diploma in banking and has over two decades of investment experience. He started out as head of institutional clients at UBS in 1987, and after a two year stint he joined Bank Vontobel where he held a similar role for over a decade. In 2000 he joined MIV Asset Mangement where he is currently a portfolio manager and head of portfolio management.

Objective

The Fund invests worldwide in securities of listed medical devices companies. The investment process is based on an intensive in-depth analysis of the most interesting industries and companies. The Fund concentrates on market and technology leaders which have above-average profitability. The growth potential, the appeal of the business model and the quality of management represent decisive considerations for investment.

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

Performance

Pharmaceuticals & Health Care over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 6.1%
2014 16.2% 5.9% 4.2% -4.2% 10.0%
2013 30.4% 12.7% 1.8% 4.4% 8.8%
2012 25.8% 15.2% 2.2% 9.9% -2.8%
2011 -10.1% 1.7% 5.9% -17.0% 0.6%
2010 19.3% 6.3% -6.9% 8.3% 11.3%
2009 38.9% -7.8% 20.7% 16.6% 6.9%
2008 -4.2% -4.4% -24.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/03/2008
  • Share Class size145Mn
  • Base currencyCHF
  • ISIN LU0329630999

Purchase Info

  • Min. initial investment1
  • Min. additional investment0

Charges

  • Annual management1.4%

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