B&H Acciones FI “C”

An investment fund with a value investing philosophy that invests mainly in European stocks.

 

Management Fee: 0,95%

Performance Fee: 7% p.a.

Depositary Fee: 0,06%

APR
5,9%
SINCE
Oct 2017
Assets 29/07/2021
14,9
Rentabilidad 2021
22,23%
Return from start (Oct 2017)
23,12%
NAV
12,2977 €

B&H Acciones FI “C”

B&H Acciones FI “C” is the investment fund that implements our stocks investment strategy. It can invest up to 100% in stocks. 75% will be European stocks. It is a fund for long-term investors, i.e., with an investment period of at least six years.

Portfolio composition

97%%

Stocks

3%%

Liquidity

Investments

Long term (at least six years)

Profile

Risk tolerant

Fees

0,95% Gestión & 7% Éxito

Return

Check the B&H Acciones FI “C” investment fund return.

Return from start

B&H Acciones FI

MSCI Pan Euro con dividendos hasta 31/03/19.

Desde 01/04/19 MSCI World Total Return Net

Annual Return

B&H ACCIONES "C" Benchmark Diferencia
2021 22,23% 18,02% 4,21%
2020 -2,91% 4,86% -7,77%
2019 26,21% 25,04% 1,17%
2018 -18,14% -9,87% -8,27%

Net Performance 

Past performance does not indicate future results.

Cumulative Return

B&H ACCIONES "C" Benchmark Diferencia
YTD 22,23% 18,02% 4,21%
1 Año 36,21% 26,54% 9,67%
Inicio Oct 2017 23,12% 45,73% -22,61%

Accumulative performance from real data.

Net Performance 

Past performance does not indicate future results.

Documentation

Check the documentation about the B&H Acciones FI “C” investment fund.

Prospectus

Product datasheet

KIID

Net asset values

Other Funds by BUY & HOLD

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

B&H Equity LU

B&H Flexible FI “C”

B&H Flexible LU

B&H Renta Fija FI “C”

B&H Bonds LU

B&H Jubilación

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