For a time horizon of at least four years.
B&H Flexible LU
Gestión 0,66%
Éxito 5% sobre el beneficio
Depositaría 0,04%
For investors with a horizon of at least four years.
The fund that combines our ideas with the greatest potential in fixed income and equities.
B&H Flexible LU has a track record of more than 15 years with returns typical of stock market investment 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.
No Data Found
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 LU
Annual Return
| B&H FLEXIBLE LU | Benchmark | Return Gap | |
|---|---|---|---|
| 2024 | 9,60% | 15,34% | -5,74% |
| 2023 | 21,83% | 13,95% | 7,88% |
| 2022 | -16,90% | -12,85% | -4,05% |
| 2021 | 20,55% | 12,11% | 8,44% |
| 2020 | -0,75% | 4,00% | -4,75% |
| 2019 | 20,53% | 12,60% | 7,93% |
| 2018 | -10,28% | -3,90% | -6,38% |
| 2017 | 14,34% | 4,40% | 9,94% |
| 2016 | 6,61% | 4,20% | 2,41% |
| 2015 | 5,37% | 1,50% | 3,87% |
| 2014 | 1,81% | 7,80% | -5,99% |
| 2013 | 21,50% | 6,70% | 14,80% |
| 2012 | 23,20% | 14,40% | 8,80% |
| 2011 | -7,20% | -0,80% | -6,40% |
| 2010 | 9,20% | 4,20% | 5,00% |
Returns net of commissions.
Past performance is not indicative of future results.
Assumed returns of BH Pigmanort Sicav, merged with the BH Flexible LU fund.
Cumulative Return
| B&H FLEXIBLE LU | Benchmark | Return Gap | |
|---|---|---|---|
| 1 Year | 3,36% | 15,38% | -12,02% |
| 3 Years | 26,39% | 34,39% | -8,00% |
| 5 Years | 60,58% | 50,54% | 10,04% |
| Launched Jun 2010 | 184,83% | 130,58% | 54,25% |
Cumulative returns based on actual data.
Returns net of commissions.
Past performance is not indicative of future results.
Assumed returns of BH Pigmanort Sicav, merged with the BH Flexible LU fund.
All documentation always up to date
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