Investment trust
0QOC HBM Healthcare Investments AG
ISIN CH0012627250London Stock Exchange: 0QOC
- Investment trusts
- Investment trust
- ISA
- SIPP
Latest close
LSECHF 228.00
on
Source: TradingView, as of , at least 15 min delayed
At a glance
As of 30/09/2026, 0QOC (HBM Healthcare Investments AG, ISIN CH0012627250) closed at CHF 228.00 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by −23.3% (income paid out is not included), or −39.3% after UK CPIH inflation.
Past returns
- 1 year to 30/09/2026
- +19.6%
- +16.4% after inflation (UK CPIH)
- 3 years to 30/09/2026
- +49.4%
- +35.6% after inflation (UK CPIH)
- 5 years to 30/09/2026
- −23.3%
- −39.3% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £767 on 30/09/2026 — about £607 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
Calendar-year and 12-month returns
Calendar-year returns of HBM Healthcare Investments AG in pounds (price only, income paid out not included): 2021 +13.6%, 2022 −36.0%, 2023 −6.8%, 2024 −6.9%, 2025 +33.2%; 2026 to 30/09/2026 −2.2%. Returns of HBM Healthcare Investments AG in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +24.7%; to 30/09/2025: −0.1%; to 30/09/2024: +4.8%; to 30/09/2023: −23.1%; to 30/09/2022: −25.8%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | −2.2% | −4.9% | |
| +33.2% | +28.6% | ||
| −6.9% | −10.1% | ||
| −6.8% | −10.5% | ||
| −36.0% | −41.4% | ||
| +13.6% | +8.3% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | +24.7% | Not available |
| from | −0.1% | −4.0% |
| from | +4.8% | +2.1% |
| from | −23.1% | −27.7% |
| from | −25.8% | −31.8% |
Source: Fundology, from recorded closes and the data vendor’s weekly price history, as of , inflation: ONS CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
24.6%over 5 years
| 1 year | 18.5% |
|---|---|
| 3 years | 22.1% |
| 5 years | 24.6% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since October 2021
- −53.0%
- From to
- Lowest 12-month return
- −36.0%
- 12 months to
- Highest 12-month return
- +56.3%
- 12 months to
- Below its highest weekly close since October 2021
- 29.8%
- High of , latest
In words: Volatility of HBM Healthcare Investments AG in pounds, annualised from weekly returns to 30/09/2026: 18.5% over 1 year, 22.1% over 3 years, 24.6% over 5 years. Largest fall in the price of HBM Healthcare Investments AG since October 2021, in pounds: −53.0% from 12/11/2021 to 06/10/2023. The lowest 12-month return of HBM Healthcare Investments AG in pounds (price only, income paid out not included) since December 2020 was −36.0% (12 months to 30/12/2022); the highest was +56.3% (12 months to 10/07/2026). On 30/09/2026 the price of HBM Healthcare Investments AG was 29.8% below its highest weekly close since October 2021 (12/11/2021), in pounds.
Source: Fundology, from recorded closes and the data vendor’s weekly price history, as of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
In plain English
HBM Healthcare Investments AG is an investment trust.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.
Key facts
- Ticker
- 0QOC
- ISIN
- CH0012627250
- Structure
- Investment trust
- A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
- Domicile
- Switzerland
- Can be held in
- ISA and SIPP
- Currency hedged
- No
- Price currency
- CHF
- Category
- Investment trusts
Price chart
Since 30/07/2026, the closing price went from CHF 250.24 on 30/07/2026 to CHF 228.00 on 30/09/2026 (−8.9%). The lowest close shown was CHF 228.00 on 24/09/2026 and the highest CHF 250.24 on 30/07/2026.
Chart: closing prices we have recorded since 30/07/2026. Price only — income paid out is not included, so the line can end below the total return above.
Source: TradingView, as of , at least 15 min delayed
Five years of prices, and after inflation
9 weekly closes, from 30/07/2026 to 30/09/2026. The same history in September 2026 pounds, adjusted with ONS CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
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How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 244 rolling 12-month returns since December 2020, and of 143 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The largest fall since October 2021, in pounds, with how many weeks it took to reach its low and to recover.
With a free account
Create a free account to see the risk ratios, every rolling return and each large fall and its recovery
Sign-up takes an email address. There is no card to enter and nothing to pay.
Moves compared with a similar fund
Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 30/09/2026 (143 weeks).
Pro
Pro — currently by invitation
Pro includes moves against a comparable fund
Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].
Questions people ask
What is the ISIN of 0QOC?
The ISIN of 0QOC is CH0012627250. An ISIN identifies one exact share class of a fund; 0QOC is its ticker on the London Stock Exchange.
What were 0QOC’s returns in each of the last five years?
Calendar-year returns of 0QOC in pounds (price only, income paid out not included): 2021 +13.6%, 2022 −36.0%, 2023 −6.8%, 2024 −6.9%, 2025 +33.2%; 2026 to 30/09/2026 −2.2%. Past performance is not a guide to future returns.
How has 0QOC done after inflation?
Over the five years to 30/09/2026 0QOC’s price changed by −23.3% (income paid out is not included), or −39.3% after UK CPIH inflation. Past performance is not a guide to future returns.
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Sources and dates
- Prices
- London Stock Exchange closes via TradingView, at least 15 minutes delayed, latest
- Returns
- Fundology, from recorded closes
- Calendar years, risk
- Fundology, from recorded closes (weekly history from the data vendor where our record is short)
- Inflation
- ONS CPIH, latest month used August 2026
- Identity
- FCA Financial Instruments Reference Data System (FIRDS) and the issuer
Methodology:Data sourcesReturnsCategoriesAll methods
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