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B&H Jubilación

Our mixed pension plan that seeks the best long-term returns with the lowest possible risk.


Management Fee: 0,90%

Performance Fee: 6% sobre beneficio

Depositary Fee: 0,05%


APR
4,8%
SINCE
Oct 2017
5-stars
Assets 20/06/2024
3,0 M€
Rentabilidad 2024
7,70%
Return from start (Oct 2017)
35,15%
NAV
13,5154 €

B&H Jubilación

B&H Jubilación is Buy & Hold’s pension plan.
It is a mixed equity 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%.

Our Pension Plan Strategy

Its time horizon is at least 5 years.

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.

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.

Portfolio composition

72%

Stocks

24%

Stocks

4%

Liquidity

Investments

Investments

Long-term (at least 5 years)

Capital

Capital

Beginning at any amount

Fees

Fees

Management: 0,90%. Performance: 6%.

Return

Check the performance of the B&H Jubilación mutual fund.

Return from start

B&H Jubilación

Annual Return

BH JUBILACIóN
2024 7,70%
2023 20,29%
2022 -17,85%
2021 25,63%
2020 -1,15%
2019 22,66%
2018 -16,40%
2017 -0,30%

Cumulative Return

BH JUBILACIóN
YTD 7,70%
1 Año 15,99%
3 Años 18,28%
Inicio Oct 2017 35,15%

Documentation

Consult the B&H Jubilación mutual fund documentation.

Presentation
Presentation
Quarterly Report
Quarterly Report
DDFP & Specs
DDFP & Specs
NAV
NAV

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