B&H Flexible LU “1”

Our flexible LU fund combining investment in bonds and stocks.

Management Fee: 0,66%

Performance Fee: 5% p.a.

Depositary Fee: 0,05%

APR
6,6%
SINCE
Jun 2010
Assets 30/06/2022
63,7 M€
Rentabilidad 2022
-15,33%
Return from start (Jun 2010)
117,34%
NAV
1,1250 €

B&H Flexible LU “1”

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.

B&H Flexible LU optimiza la inversión en renta fija y la inversión en renta variable. Su exposición en acciones ha oscilado habitualmente entre el 0% hasta un máximo histórico del 50%, pudiendo sobrepasar este límite.

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 “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
2022 -15,33% -12,51% -2,82%
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.

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

Cumulative Return

BH FLEXIBLE LU Benchmark Diferencia
YTD -15,33% -12,51% -2,82%
1 Año -9,58% -7,44% -2,14%
3 Años 9,26% 6,23% 3,03%
5 Años 14,10% 12,94% 1,16%
Inicio Jun 2010 117,34% 66,12% 51,22%

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

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