FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim

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INVESTMENT PROCESS The Investment process: Systematic investment decisions Company contacts Annual reports RESEARCH OF FUND ADVISOR Investment conferences Scientific conventions, publications Expert opinion* Medical Strategy‘s internal data base (stage of development, patents, competitors, financial parameters) Proprietary valuation model Buy- / Sell recommendation EXTERNAL RESEARCH Specialized Broker *expert opinion: Prof. Dr. Peter Hohenberger, surgical hospital Mannheim Prof. Dr. Manfred Weber chief physic of medical hospital Med. Klinik I – Kliniken der Stadt Köln Prof. Dr. Thomas Zeller, chief physician of angiology of the cardiological center Bad Krozingen Source: Medical Strategy GmbH, Gräfelfing near Munich As of: 12/2010 06/30/2012| Page 18 Oppenheim Asset Management Services S.à r.l.
GROWTH IN DIFFERENT MARKET PHASES Considerable outperformance* as compared to key indices since issue 135 120 105 90 75 60 45 30 PERFORMANCE SINCE INCEPTION Indexed representation: 10/30/2000 =EUR100 = EUR 100 15 10/00 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 FCP OP MEDICAL BioHealth Trends Share class EUR, EUR outperformance o tperformance (in percentage points) versus: FCP OP MEDICAL BioHealth-Trends EUR NASDAQ Biotech- Biotech Index (in EUR) MSCI World Index (in EUR) S&P 500 Index (in EUR) AAmex Pharma-Index Ph I d (in EUR) MSCI World Index (in EUR) 64,0% NASDAQ Biotech Index (EUR) 54,5% AMEX Pharma Index (EUR) 74,0% S&P 500 Index (EUR) 63,6% Source: Datastream (Price indices in EUR / The previous day’s closing rates were used in each case to calculate the index performance and to convert the exchange rates. Because the fund is mainly invested in North America, this takes the time difference into account.) , Oppenheim Asset Management Services S.à r.l. (fund performance calculated according to Bundesverband Investment und Asset Management e.V. (BVI) / Initial charges (for investment and reinvestment) as well as individual costs such as the custodian t di ffee were not ti included. l d d PPerformance f would ldtturn out tllower ifth if these charges h and dcosts t were iincluded. l d d ) *Past Performance is no indicator of future performance and not a guarantee of future success. As of 06/30/2012 06/30/2012| Page 19 Oppenheim Asset Management Services S.à r.l.
Page 1 and 2: OPPENHEIM ASSET MANAGEMENT SERVICES
Page 3 and 4: FUND ORIENTATION Small and mid-cap
Page 5 and 6: FUND ORIENTATION The investment spe
Page 7 and 8: HEALTHCARE MARKET Why invest in the
Page 9 and 10: HEALTHCARE MARKET Growth through in
Page 11 and 12: HEALTHCARE MARKET Pharma-equities:
Page 13 and 14: HEALTHCARE MARKET Big-Biotech-Equit
Page 15 and 16: INVESTMENT PROCESS Basis for a succ
Page 17: INVESTMENT PROCESS Example case: Im
Page 21 and 22: GROWTH IN DIFFERENT MARKET PHASES C
Page 23 and 24: STOCKPICKING AND PORTFOLIO STRUCTUR
Page 31 and 32: PERFORMANCE Multiple awards SAUREN
Page 33 and 34: PERFORMANCE Performance: FCP OP MED
Page 35 and 36: PERFORMANCE Share class EUR H far-r
Page 37 and 38: PERFORMANCE FCP OP MEDICAL BioHealt
Page 39 and 40: SUMMARY Current arguments in favour
Page 41 and 42: OUTLOOK FCP OP MEDICAL BioHealth-Tr
Page 43 and 44: OUTLOOK Basis for outperformance of
Page 45 and 46: ANNEX: FUND DATA AND NOTE ABOUT RIS
Page 47: Disclaimer Management company: Oppe

FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim

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