At least four years time horizon.
B&H Flexible FI
Management 0,80%
Success 5% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with at least four years time horizon.
The fund implementing our mixed investment strategy.
B&H Flexible FI invests exclusively in B&H Flexible LU, obtaining typical returns of stock market investments, but with highly controlled volatility thanks to the active management of its fixed income portfolio and a dedicated balance among assets, with a weight in equities historically ranged between 40% and 55% of the portfolio.
Portfolio composition for B&H Flexible FI
99% B&H Flexible LU
1% Liquidity
Portfolio composition for B&H Flexible LU
43% Equities
55% Bonds
2% Liquidity
Returns from launch
50% MSCI World net + 50% Bloomberg Euro Aggregate Corporate Bond from 04/2021 | 25% MSCI World Net + 75% Barclays Euro Aggregate Corporate Bond 5-10 Years until 03/2021
B&H Flexible FI
Annual Return
| B&H FLEXIBLE | Benchmark | Return Gap | |
|---|---|---|---|
| 2025 | -3,21% | 2,78% | -5,99% |
| 2024 | 9,28% | 15,34% | -6,06% |
| 2023 | 21,12% | 13,95% | 7,17% |
| 2022 | -16,84% | -13,12% | -3,72% |
| 2021 | 19,69% | 16,05% | 3,64% |
| 2020 | 2,24% | 4,63% | -2,39% |
| 2019 | 18,14% | 16,59% | 1,55% |
| 2018 | -11,28% | -5,55% | -5,73% |
Returns net of fees.
Past performance is not indicative of future results.
Cumulative Return
| B&H FLEXIBLE | Benchmark | Return Gap | |
|---|---|---|---|
| YTD | -3,21% | 2,78% | -5,99% |
| 1 Year | 2,03% | 14,01% | -11,98% |
| 3 Years | 16,84% | 27,07% | -10,23% |
| 5 Years | 54,08% | 45,61% | 8,47% |
| Launched Oct 2017 | 36,65% | 49,74% | -13,09% |
Cumulative returns based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Every document always up to date
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