B&H Flexible FI Flexible Strategy

A flexible investment fund that seeks to protect capital at medium term with a value investing philosophy.

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Investments:

Medium term (at least three years)

Profiles:

Balanced

Capital:

Beginning at any amount

B&H Flexible FI

B&H Flexible FI is the investment fund that implements our flexible investment strategy. An investment fund designed for investors with a time horizon of at least three years, since it invests in both stocks and bonds.

 

B&H Flexible FI aims to achieve an optimum balance between returns and risks, and at the same time an appropriate proportion in its stocks and bonds portfolio.

Rafael Valera Buy&Hold

Video introducing the B&H Flexible FI product

CUMULATIVE RETURN

BH FLEXIBLE Benchmark Diferencia
YTD 9,24% 8,06% 1,18%
1 Año -1,42% 4,93% -6,35%
Inicio Oct 2017 -3,76% 3,32% -7,08%

ANNUAL RETURN

BH FLEXIBLE Benchmark Diferencia
2019 9,24% 8,06% 1,18%
2018 -10,94% -4,72% -6,22%

PORTFOLIO COMPOSITION

46%%
Stocks
52%%
Bonds
2%%
Liquidity

Prospectus

Product datasheet

DFI

Net asset values