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

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Contents Fund orientation Page 3 Healthcare market Page 6 Investment process Page 15 Growth in different market phases Page 19 Stock picking and portfolio structure Page 22 PPerformance f PPage 31 Summary Page 38 OOutlook tl k PPage 40 Annex: Fund data and note about risks Page 45 06/30/2012| Page 2 <strong>Oppenheim</strong> Asset Management Services S.à r.l.
FUND ORIENTATION Small and mid-cap healthcare investments BASIC ORIENTATION � MMedical di l St Strategy* t * iis one of f th the lleading di independent i d d t healthcare h lth investment i t t consultants lt t iin Europe. � The focus of the investment spectrum p is on small and mid-cap p companies. p � Our target**: Early identification of new growth trends for high returns. *Medical Strategy GmbH, Gräfelfing near Munich **This investment target may or may not be achieved and cannot be regarded as any type of assurance or guarantee. The fund fund’ss investment strategy can be changed at any time within the legal and contractual limits. limits Details of these limits can be found in the sales prospectus prospectus. 06/30/2012| Page 3 <strong>Oppenheim</strong> Asset Management Services S.à r.l.
Page 1: OPPENHEIM ASSET MANAGEMENT SERVICES
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 and 18: INVESTMENT PROCESS Example case: Im
Page 19 and 20: GROWTH IN DIFFERENT MARKET PHASES C
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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