For a time horizon of at least 7 years.
B&H Acciones FI
Management 0,95%
Success 7% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with a horizon of at least 7 years.
The fund that implements our equity investment strategy.
It invests exclusively in the BH Equity LU fund, which can invest up to 100% in equities and therefore has the longest time horizon of our funds.
Composition of the B&H Acciones FI portfolio
99% BH Equity LU
1% Liquidity
B&H Equity LU Portfolio Composition
98% Shares
3% Liquidity
Profitability from the start
MSCI World Total Return Net from 04/2019MSCI Europe Total Return Net until 03/2019
B&H Acciones FI
Annual Return
B&H ACCIONES | Benchmark | Diferencia | |
---|---|---|---|
2024 | 12,18% | 28,83% | -16,65% |
2023 | 24,99% | 19,60% | 5,39% |
2022 | -24,27% | -12,78% | -11,49% |
2021 | 31,88% | 31,07% | 0,81% |
2020 | -2,91% | 6,30% | -9,21% |
2019 | 26,15% | 28,00% | -1,85% |
2018 | -18,12% | -9,87% | -8,25% |
Returns net of commissions.
Past performance is not indicative of future results.
Cumulative Return
B&H ACCIONES | Benchmark | Diferencia | |
---|---|---|---|
YTD | 12,18% | 28,83% | -16,65% |
1 Año | 16,89% | 31,82% | -14,93% |
3 Años | 10,94% | 39,02% | -28,08% |
5 Años | 39,81% | 91,60% | -51,79% |
Inicio Oct 2017 | 40,40% | 116,02% | -75,62% |
Cumulative returns based on actual data.
Returns net of commissions.
Past performance is not indicative of future results.
All documentation always up to date
Other funds
you may also be interested in
Performance of our most conservative fund.
Performance of BH Renta Fija Fija Europa Sicav, merged with the B&H Bonds fund.
Performance of Pigmanort Sicav, merged with the B&H Flexible fund.
Performance of the Rex Royal Blue SICAV, merged with the B&H Equity fund.