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
4,9%
SINCE
Dic 2015
Assets 26/07/2021
19,3 M€
Rentabilidad 2021
4,51%
Return from start (Dic 2015)
29,54%
NAV
1,1441 €

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

84%%

Bonds

16%%

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 4,51% 0,51% 4,00%
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 4,51% 0,51% 4,00%
1 Año 14,48% 3,30% 11,18%
3 Años 15,74% 8,68% 7,06%
Inicio Dic 2015 29,54% 15,16% 14,38%

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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