B&H Flexible LU

Our flexible LU fund combining investment in bonds and stocks.

 

Management Fee: 0,66%

Performance Fee:  5% p.a.

Depositary Fee: 0,05%

APR
8,0%
SINCE
Jun 2010
Assets 08/04/2021
49,3 M€
Rentabilidad 2021
8,06%
Return from start (Jun 2010)
130,11%
NAV
1,1969 €

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 8,06% 2,56% 5,50%
2020 -0,75% 3,65% -4,40%
2019 20,53% 10,94% 9,59%
2018 -10,28% -3,41% -6,87%
2017 14,34% 3,43% 10,91%
2016 6,61% 4,30% 2,31%
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 8,06% 2,56% 5,50%
1 Año 34,80% 16,22% 18,58%
3 Años 15,83% 16,05% -0,22%
5 Años 47,97% 17,03% 30,94%
Inicio Jun 2010 130,11% 61,07% 69,04%

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

Suscribe to our newsletter

Follow us in Social Media