B&H Bonds LU invests 100% in equities, the goal of which is to protect capital for a 12 to 18-months periods.
Management Fee: 0,56%
Performance Fee: 3% p.a.
Depositary Fee: 0,05%
APR
5,4%
SINCE
Dic 2015
Assets 20/01/2021
15,2 M€
Annual Return
0,83%
Return from start (Dic 2015)
24,98%
NAV
1,1038 €
B&H Bonds LU
B&H Bonds LU is for moderate investors whose priority is to protect capital during a short-term time horizon, i.e., a period of at least 18 months.
B&H Bonds LU selects corporate bonds for which we believe there is a high probability of recovering the principal and interest.
Portfolio composition
93%%
Bonds
7%%
Liquidity
Investments
Short term (at least 12 months)
Capital
Beginning at any amount
Profiles
Moderate
Return
Check the B&H Bonds LU investment fund return.
Return from start
B&H Bonds LU
Barclays Euro Aggregate Bonds 5-10 Years
Annual Return
| BH BONDS | Benchmark | Diferencia | |
|---|---|---|---|
| 2021 | 0,83% | -0,14% | 0,97% |
| 2020 | 1,97% | 3,51% | -1,54% |
| 2019 | 12,74% | 6,18% | 6,56% |
| 2018 | -4,06% | 0,18% | -4,24% |
| 2017 | 6,75% | 1,49% | 5,26% |
| 2016 | 6,33% | 3,82% | 2,51% |
Net Performance
Past performance does not indicate future results.
SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU
Cumulative Return
| BH BONDS | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 0,83% | -0,14% | 0,97% |
| 1 Año | 1,44% | 2,81% | -1,37% |
| 3 Años | 10,02% | 10,17% | -0,15% |
| Inicio Dic 2015 | 24,98% | 14,49% | 10,49% |
Accumulative performance from real data.
Net Performance
Past performance does not indicate future results.
SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU
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