BH Renta Fija Europa Sicav – Bonds Strategy

Our OEIC that invests 100% in equities, the goal of which is to protect capital for 12- to 18-month periods with a value investing philosophy.

APR
6,3%
VOLATILITY
2,3
SINCE
2015
Investments:

Short term (at least 12 months)

Capital:

Beginning at any amount

Profiles:

Moderate

B&H Renta Fija Europa Sicav

BH Renta Europa Fija is the OEIC that implements our bonds investment strategy. It 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.

 

BH Renta Europa Fija selects corporate bonds for which we believe there is a high probability of recovering the principal and interest.

Antonio Aspas Buy&Hold

Video introducing the B&H Renta Fija Europa Sicav

RETURN FROM START

BH Renta Fija

Barclays Euro Aggregate Bonds 5-10 Years

CUMULATIVE RETURN

BH RENTA FIJA Benchmark Diferencia
YTD 3,09% 2,14% 0,95%
1 Año -1,96% 2,84% -4,80%
3 Años 13,52% 5,58% 7,94%
Inicio Dic 2015 11,15% 6,53% 4,62%

ANNUAL RETURN

BH RENTA FIJA Benchmark Diferencia
2019 3,09% 2,14% 0,95%
2018 -4,06% 0,18% -4,24%
2017 6,75% 1,49% 5,26%
2016 6,33% 3,82% 2,51%

PORTFOLIO COMPOSITION

99%%
Bonds
1%%
Liquidity

Monthly presentation

Product datasheet

DFI

Net asset values