B&H Flexible LU

Our flexible LU fund combining investment in bonds and stocks.

 

Management Fee: 0,66%

Performance Fee:  5% p.a.

Depositary Fee: 0,05%

APR
8,5%
SINCE
Jun 2010
Assets 29/07/2021
53,3
Rentabilidad 2021
15,66%
Return from start (Jun 2010)
146,28%
NAV
1,2748 €

B&H Flexible LU

B&H Flexible LU has more than 10 years of history. This Porfolio are managed sin june 2010. It is a product for investors with a temporal horizon of 3 years.

Portfolio composition

43%%

Stocks

51%%

Bonds

6%%

Liquidity

Investments

Medium term (at least three years)

Capital

Beginning at any amount

Profiles

Balanced

Return

Check the B&H Flexible LU investment fund return.

Return from start

B&H Flexible LU

25% MSCI Pan Euro con dividendos hasta 31/03/19. Desde 01/04/19 MSCI World Total Return Net. 75% Barclays Euro Aggregate 1-3 years

Annual Return

BH FLEXIBLE LU Benchmark Diferencia
2021 15,66% 5,34% 10,32%
2020 -0,75% 3,65% -4,40%
2019 20,53% 10,94% 9,59%
2018 -10,28% -3,41% -6,87%
2017 14,34% 3,43% 10,91%
2016 6,61% 4,30% 2,31%
2015 5,37% 2,52% 2,85%
2014 1,81% 3,22% -1,41%
2013 21,50% 6,64% 14,86%
2012 23,20% 7,99% 15,21%
2011 -7,20% -0,24% -6,96%
2010 9,20% 4,36% 4,84%

Net Performance 

Past performance does not indicate future results.

SICAV Pigmanort performance, merged with the fund B&H Flexible LU

Cumulative Return

BH FLEXIBLE LU Benchmark Diferencia
YTD 15,66% 5,34% 10,32%
1 Año 28,77% 10,90% 17,87%
3 Años 24,57% 17,33% 7,24%
5 Años 52,26% 17,81% 34,45%
Inicio Jun 2010 146,28% 67,43% 78,85%

Accumulative performance from real data.

Net Performance 

Past performance does not indicate future results.

SICAV Pigmanort performance, merged with the fund B&H Flexible LU

Documentation

Check the documentation about the B&H Flexible LU investment fund.

Prospectus

Semi-annual & Annual Report

Mgmt Regulations, Prospectus & KIID

Net asset values

Other Funds by BUY & HOLD

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

B&H Acciones FI “C”

B&H Equity LU

B&H Flexible FI “C”

B&H Renta Fija FI “C”

B&H Bonds LU

B&H Jubilación

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