At least five years time horizon.
B&H Jubilación
Management 0,90%
Success 6% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with at least five years time horizon.
Our pension plan to prepare your retirement.
B&H Jubilación selects both bonds and stocks, with the objective of optimizing long-term returns. The plan may have a maximum equity exposure of up to 75%.
The portfolio is comprised of our highest conviction ideas in both bonds and equities.
In bonds we seek an optimal balance between their returns and risks, while achieving an adequate correlation and diversification with our equity portfolio.
Portfolio composition for B&H Jubilación
72% Equity
24% Bonds
4% Liquidity
Our pension plan builds the financial well-being for your retirement by combining our highest-potential and most reliable investments in bonds and stocks, measuring their weights based on market opportunities.
We prefer quality, easily understandable businesses at reasonable prices.
We like companies that combine low debt levels with long-term earnings-per-share growths.
Returns from launch
B&H Jubilación
Annual Return
| B&H JUBILACIóN | |
|---|---|
| 2025 | -6,61% |
| 2024 | 8,40% |
| 2023 | 20,29% |
| 2022 | -17,85% |
| 2021 | 25,63% |
| 2020 | -1,15% |
| 2019 | 22,66% |
| 2018 | -16,40% |
| 2017 | -0,30% |
Returns net of fees.
Past performance is not indicative of future results.
Cumulative Return
| B&H JUBILACIóN | |
|---|---|
| YTD | -6,61% |
| 1 Year | -2,41% |
| 3 Years | 12,52% |
| 5 Years | 47,06% |
| Launched Oct 2017 | 27,10% |
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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Our pension plan to prepare your retirement.
