B&H Flexible LU “1”
Flexible Luxembourg fund with a 4-year time horizon. Combines investment in bonds and stocks.
Management Fee: 0,66%
Performance Fee: 5% p.a.
Depositary Fee: 0,05%
B&H Flexible LU “1”
B&H Flexible LU has more than 12 years of history. We have been managing this portfolio since June 2010. It is a product for investors with a minimum time horizon of 4 years.
B&H Flexible LU optimizes fixed-income and equity investments. Its exposure to the equity market has ranged from 0% to a historical high of 50%, and may exceed this limit.
Portfolio composition
Investments
Medium term (at least 4 years)
Capital
Beginning at any amount
Profiles
Balanced (4/7 risk by CNMV)
Return
Check the B&H Flexible LU investment fund return.
Return from start
B&H Flexible LU “1”
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. A partir del 01/04 50% MSCI World TR 50% Barclays
B&H Flexible LU “1”
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. A partir del 01/04 50% MSCI World TR 50% Barclays
Annual Return
BH FLEXIBLE LU | Benchmark | Diferencia | |
---|---|---|---|
2024 | 3,23% | 3,78% | -0,55% |
2023 | 21,83% | 13,95% | 7,88% |
2022 | -16,90% | -12,85% | -4,05% |
2021 | 20,55% | 12,11% | 8,44% |
2020 | -0,75% | 4,00% | -4,75% |
2019 | 20,53% | 12,60% | 7,93% |
2018 | -10,28% | -3,90% | -6,38% |
2017 | 14,34% | 4,40% | 9,94% |
2016 | 6,61% | 4,20% | 2,41% |
2015 | 5,37% | 1,50% | 3,87% |
2014 | 1,81% | 7,80% | -5,99% |
2013 | 21,50% | 6,70% | 14,80% |
2012 | 23,20% | 14,40% | 8,80% |
2011 | -7,20% | -0,80% | -6,40% |
2010 | 9,20% | 4,20% | 5,00% |
Net Performance
Past performance does not indicate future results.
Performance corresponding to the SICAV Pigmanort, merged with the B&H Flexible LU fund.
Cumulative Return
BH FLEXIBLE LU | Benchmark | Diferencia | |
---|---|---|---|
YTD | 3,23% | 3,78% | -0,55% |
1 Año | 17,86% | 15,35% | 2,51% |
3 Años | 18,81% | 13,22% | 5,59% |
5 Años | 38,83% | 28,51% | 10,32% |
Inicio Jun 2010 | 168,27% | 95,66% | 72,61% |
Accumulative performance from real data.
Net Performance
Past performance does not indicate future results.
Performance corresponding to the SICAV Pigmanort, merged with the B&H Flexible LU fund.
Documentation
Consult the B&H Flexible LU investment fund documentation.