B&H Flexible LU

Our flexible LU fund seeks to protect capital over 3 years.Combining investment in bonds and stocks.

 

Management Fee: 0,66%

Performance Fee:  5% p.a.

Depositary Fee: 0,05%

APR
8,4%
SINCE
Jun 2010
Assets 20/01/2021
45,6 M€
Annual Return
1,41%
Return from start (Jun 2010)
115,95%
NAV
1,1178 €

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 1,41% 1,50% -0,09%
2020 -0,75% 2,27% -3,02%
2019 20,53% 8,61% 11,92%
2018 -10,28% -3,60% -6,68%
2017 14,34% 1,69% 12,65%
2016 6,61% 1,39% 5,22%
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 1,41% 1,50% -0,09%
1 Año -1,59% 2,77% -4,36%
3 Años 7,13% 8,80% -1,67%
5 Años 42,45% 18,66% 23,79%
Inicio Jun 2010 115,95% 44,67% 71,28%

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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