For a time horizon of at least 4 years.
BH Flexible LU
Management 0,66%
Success 5% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with a horizon of at least 4 years.
The fund that combines our ideas with the greatest potential in fixed income and equities.
BH Flexible LU has a history of more than 12 years. We have been managing this portfolio since June 2010.
This fund optimizes investment in fixed income and investment in equities. Its exposure to the equity market has ranged from 0% to an all-time high of 50% of the 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
BH Flexible LU
Annual Return
| BH FLEXIBLE LU | Benchmark | Diferencia | |
|---|---|---|---|
| 2024 | 8,05% | 12,95% | -4,90% |
| 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.
Cumulative Return
| BH FLEXIBLE LU | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 8,05% | 12,95% | -4,90% |
| 1 Año | 19,55% | 20,77% | -1,22% |
| 3 Años | 11,95% | 15,46% | -3,51% |
| 5 Años | 38,50% | 33,96% | 4,54% |
| Inicio Jun 2010 | 180,81% | 112,95% | 67,86% |
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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