For a time horizon of at least four years.
B&H Flexible FI
Gestión 0,80%
Éxito 5% sobre el beneficio
Depositaría 0,05%
For investors with a horizon of at least four years.
The fund that implements our mixed investment strategy.
B&H Flexible FI invests exclusively in B&H Flexible LUwith returns typical of stock market investments but with very controlled volatility thanks to the active management of its fixed income and a careful calibration between assets, with a weight in equities that has historically ranged between 40% and 55% of the fund’s portfolio.
Composition of the B&H Flexible FI portfolio
99% BH Flexible LU
1% Liquidity
Composition of the B&H Flexible LU portfolio
43% Shares
55% Bonus
2% Liquidity
Profitability from the start
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 | -0,12% | 5,38% | -5,50% |
| 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 commissions.
Past performance is not indicative of future results.
Cumulative Return
| B&H FLEXIBLE | Benchmark | Return Gap | |
|---|---|---|---|
| YTD | -0,12% | 5,38% | -5,50% |
| 1 Year | 3,04% | 15,38% | -12,34% |
| 3 Years | 25,12% | 34,39% | -9,27% |
| 5 Years | 60,60% | 50,54% | 10,06% |
| Launched Oct 2017 | 41,01% | 53,53% | -12,52% |
Cumulative returns based on actual data.
Returns net of commissions.
Past performance is not indicative of future results.
All documentation always up to date
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