B&H Bonds LU

B&H Bonds LU invests 100% in equities.

 

Management Fee: 0,56%

Performance Fee: 3% p.a.

Depositary Fee: 0,05%

APR
4,7%
SINCE
Dic 2015
Assets 26/10/2021
34,8 MM€
Rentabilidad 2021
4,52%
Return from start (Dic 2015)
29,55%
NAV
1,1442 €

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

92%%

Bonds

8%%

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 4,52% -0,80% 5,32%
2020 1,97% 2,77% -0,80%
2019 12,74% 6,24% 6,50%
2018 -4,06% -1,25% -2,81%
2017 6,75% 2,41% 4,34%
2016 6,33% 4,73% 1,60%

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 4,52% -0,80% 5,32%
1 Año 11,25% 0,37% 10,88%
3 Años 17,29% 7,64% 9,65%
5 Años 22,25% 8,76% 13,49%
Inicio Dic 2015 29,55% 13,65% 15,90%

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

Documentation

Check the B&H Bonds LU investment fund documentation.

Presentation

Semi-annual & Annual Report

Mgmt Regulations, Prospectus & KIID

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You can check here other Buy&Hold investment funds and pension plans.

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