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
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