B&H Jubilación
Our mixed pension plan that seeks the best long-term returns with the lowest possible risk.
Management Fee: 0,90%
Performance Fee: 6% sobre beneficio
Depositary Fee: 0,05%
B&H Jubilación
B&H Jubilación is Buy & Hold’s pension plan.
It is a mixed equity plan.
B&H Jubilación selects both bonds and stocks, with the objective of optimizing long-term returns. The plan may have a maximum equity exposure of up to 75%.
Our Pension Plan Strategy
Its time horizon is at least 5 years.
The portfolio is comprised of our highest conviction ideas in both bonds and equities.
In bonds we seek an optimal balance between their returns and risks, while achieving an adequate correlation with the equity portfolio.
Equity exposure can be up to 75%. These weights vary according to the opportunities presented by the markets.
We prefer easily understandable quality business at reasonable prices.
We like companies that combine low debt levels with long-term growth in earnings per share.
Portfolio composition
Investments
Long-term (at least 5 years)
Capital
Beginning at any amount
Fees
Management: 0,90%. Performance: 6%.
Return
Check the performance of the B&H Jubilación mutual fund.
Return from start
B&H Jubilación
Annual Return
BH JUBILACIóN | |
---|---|
2024 | 4,61% |
2023 | 20,29% |
2022 | -17,85% |
2021 | 25,63% |
2020 | -1,15% |
2019 | 22,66% |
2018 | -16,40% |
2017 | -0,30% |
Cumulative Return
BH JUBILACIóN | |
---|---|
YTD | 4,61% |
1 Año | 17,22% |
3 Años | 21,97% |
Inicio Oct 2017 | 31,29% |
Documentation
Consult the B&H Jubilación mutual fund documentation.