B&H Jubilación

Our mixed pension plan that seeks the best long-term returns with the least possible risk.

 

Management Fee: 0,90%

Performance Fee: 6% p.a.

Depositary Fee: 0,05%

APR
3,6%
SINCE
Oct 2017
Assets 20/01/2020
1,6 M€
Annual Return
5,03%
Return from start (Oct 2017)
6,03%
NAV
10,0105 €

B&H Jubilación

B&H Jubilación Buy & Hold’s pension plan. It is a product that seeks to save and obtain returns for your retirement.

 

B&H Jubilación select assets undervalued by the market, with a high potential for revaluation. It invests in stocks as well as bonds in order to optimise returns and managing the risk of the investment.

Our Pension Plan Strategy

Our priority is to protect capital for three-year periods.

The portfolio is comprised of our high-conviction ideas in both fixed income and stocks.

In bonds we aim to achieve an optimum balance between returns and risks, and at the same time an appropriate correlation with the stock portfolio.

Exposure to stocks may reach 75%. These weights vary based on the opportunities presented by the markets.

We prefer quality businesses that are easy to understand and undervalued.

We like companies that combine low levels of debt with long-term earnings-per-share growth.

Portfolio composition

74%%

Stocks

22%%

Bonds

4%%

Liquidity

Investments

Long term (more than one year)

Capital

Beginning at any amount

Fees

0,90% Management Fee & 6% Performance Fee

Return

Check the B&H Jubilación return.

Return from start

B&H Jubilación

Annual Return

BH JUBILACIóN
2021 5,03%
2020 -1,30%
2019 22,66%
2018 -16,40%
2017 -0,30%

Cumulative Return

BH JUBILACIóN
YTD 5,03%
1 Año 0,32%
Inicio Oct 2017 6,03%

Documentation

Check the B&H Jubilación documentation.

Prospectus

Quaterly presentation

DDFP & Specs

Net asset values

Other Funds by BUY & HOLD

You can check here other Buy&Hold investment funds and pension plans.

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