Call us M-F from 9 a.m. to 6 p.m. 900 550 440

For a time horizon of at least 5 years.

B&H Jubilación

Annualised average return:
4,3%
From:
Oct 2017
B&H Jubilación
Riesgo con tolerancia a la volatilidad (5/7 según CNMV)
FEES

Gestión 0,90%

Éxito 6% sobre el beneficio

Depositaría 0,05%

ASSETS 19/05/2025
3,4MM€
RETURN YTD
-2,80%
RETURN FROM START
32,29%
NET ASSET VALUE
13,2242

For investors with a horizon of at least 5 years.

The Buy Hold pension plan.

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 with the equity portfolio.

Composición de la cartera 72% / 24% / 4%
Composition of the BH Retirement Portfolio

72% Shares

24% Bonds

4% Liquidity

Equity exposure can be up to 75%. These weights vary according to the opportunities presented by the markets.

We prefer easily understandable quality business at reasonable prices.

We like companies that combine low debt levels with long-term growth in earnings per share.

Profitability from the start

B&H Jubilación

Annual Return

B&H JUBILACIóN
2025 -2,80%
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 commissions.
Past performance is not indicative of future results.

Cumulative Return

B&H JUBILACIóN
YTD -2,80%
1 Year -2,95%
3 Years 21,54%
5 Years 55,27%
Launched Oct 2017 32,29%

Cumulative returns based on actual data.
Returns net of commissions.
Past performance is not indicative of future results.

All documentation always up to date

Presentation

Quarterly Report

DDFP & Specs

Other funds

you may also be interested in

Need help getting it right?

Do you already have it clear?

Antonio Aspas

Antonio Aspas

Boards Director-Secretary. Co-founder partner

Director of various family offices and sicavs.

Asset Manager at Inversis and BM.

Degree in Economics and Business Administration from UNED.

Master’s Degree in Portfolio Management from IEB.

European Financial Advisor certificate from EFPA.

Rafael Valera

Rafael Valera

CEO. Investment manager. Partner

citywire-AAA-rafael-valera-2x

Executive Director at UBS Investment Bank.

Bond Sales-Trader at AB Advisors / Morgan Stanley.

Deputy General Manager at Banco Sabadell Urquijo.

Chairman of Banco Madrid Gestión de Activos.

Degree in Law from Universidad de Navarra.

Master in Finance from IEB.

Senior Management in Business Program (PADE) from IESE Business School.