News

Bellevue Healthcare Trust plc is an LSE Main Market listed high conviction, long-only Investment Trust invested in listed or quoted global healthcare equities. It is currently unconstrained and able to invest regardless of market cap, sub sector or region, and the portfolio is concentrated with a maximum of 35 holdings.

The investment trust is currently managed by Bellevue Asset Management (UK) Ltd.

Recommended Proposals 

Following an announcement of a Strategic Review on 7th August 2025, the Company further announced on 12th February 2026, the following Recommended Proposals:

• Adoption of a new investment policy with differentiated use of long and short positions
• Change of investment manager – appointment of Columbia Threadneedle
• Tender Offer to Eligible Shareholders for up to 100 per cent. of the Company’s issued Shares
• Matching Facility available for incoming investors to acquire tendered Shares
• Change of name to CT Healthcare Trust plc
• Ameriprise Financial to subscribe for up to $25 million of new Shares in the Company on approval of the Proposals
• Replacement of the existing Redemption Facility and Zero Discount Policy with Quarterly Tender Offers

Having helped Bellevue with the design and production of their annual report for the last 4 years, the Perivan shareholder team was delighted to work with Hogan Lovells who acted as legal adviser on the shareholder documentation which was posted to qualifying shareholders on 12^th February 2026.

Perivan specialise in producing and publishing financial documents relating to shareholder and investor communications for quoted companies and are a market leader in the production of documentation relating to corporate finance transactions.