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 26/10/2021
69,5 MM€
Rentabilidad 2021
18,00%
Return from start (Jun 2010)
151,27%
NAV
1,3006 €
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
54%%
Stocks
41%%
Bonds
5%%
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 | 18,00% | 10,01% | 7,99% |
| 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.
SICAV Pigmanort performance, merged with the fund B&H Flexible LU
Cumulative Return
| BH FLEXIBLE LU | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 18,00% | 10,01% | 7,99% |
| 1 Año | 28,47% | 14,25% | 14,22% |
| 3 Años | 36,63% | 26,78% | 9,85% |
| 5 Años | 48,30% | 30,69% | 17,61% |
| Inicio Jun 2010 | 151,27% | 85,59% | 65,68% |
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
Suscribe to our newsletter
Follow us in Social Media
