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

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STOCKPICKING AND PORTFOLIO STRUCTURE<br />

Portfolio structure by market capitalisation<br />

40<br />

35<br />

30<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

23,7<br />

FOCUS ON SMALL AND MEDIUM-SIZED COMPANIES<br />

33,4<br />

Sh Share of f fund f d assets t (%)<br />

19,1<br />

< USD 200 m USD 200 - 500 m USD 500 - 1500 m USD 1500 - 5000 m > USD 5000 m CCash h<br />

Number 38 26 14 7 9<br />

Source: Medical Strategy GmbH, Gräfelfing near Munich<br />

The fund’s investment strategy can be changed at any time within the legal and contractual limits limits. Details of these<br />

limits can be found in the sales prospectus.<br />

9,4<br />

13,4<br />

1,0<br />

As of: 06/30/2012<br />

06/30/2012| Page 26 <strong>Oppenheim</strong> Asset Management Services S.à r.l.

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