B&H Bonds LU “1”
B&H Bonds LU is the fund that invests 100% in fixed income with a time horizon of at least 2 years. We started managing this portfolio in December 2015.
Management Fee: 0,56%
Performance Fee: 3% sobre beneficio
Depositary Fee: 0,05%
B&H Bonds LU “1”
B&H Bonds LU is for moderate investors whose priority is to protect capital during a short-term time horizon, i.e., a period of at least two years.
B&H Bonds LU selects corporate and government bonds, which may have these investment grades according to the rating agencies, or high yield bonds. We seek profit by reducing the risk premiums of the issuers in which we invest.
Portfolio composition
Investments
Short term (at least 24 months)
Capital
Beginning at any amount
Profiles
Moderate (2/7 risk by CNMV)
Return
Check the B&H Bonds LU investment fund return.
Return from start
B&H Bonds LU “1”
Barclays Euro Aggregate Bonds 5-10 Years
Annual Return
BH BONDS | Benchmark | Diferencia | |
---|---|---|---|
2024 | 4,30% | 1,77% | 2,53% |
2023 | 11,65% | 8,19% | 3,46% |
2022 | -8,62% | -13,64% | 5,02% |
2021 | 4,62% | -0,97% | 5,59% |
2020 | 1,97% | 2,77% | -0,80% |
2019 | 12,74% | 6,24% | 6,50% |
2018 | -4,06% | -1,25% | -2,81% |
2017 | 6,75% | 2,41% | 4,34% |
2016 | 6,33% | 4,73% | 1,60% |
Net Performance
Past performance does not indicate future results.
SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU
Cumulative Return
BH BONDS | Benchmark | Diferencia | |
---|---|---|---|
YTD | 4,30% | 1,77% | 2,53% |
1 Año | 10,51% | 6,99% | 3,52% |
3 Años | 6,51% | -6,31% | 12,82% |
5 Años | 18,59% | -3,69% | 22,28% |
Inicio Dic 2015 | 37,99% | 7,88% | 30,11% |
Accumulative performance from real data.
Net Performance
Past performance does not indicate future results.
SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU
Documentation
Check the B&H Bonds LU investment fund documentation.