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%
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.
Long term (at least six years)
Risk tolerant
0,95% Gestión & 7% Éxito
Check the B&H Acciones FI “C” investment fund return.
B&H Acciones FI
MSCI Pan Euro con dividendos hasta 31/03/19.
Desde 01/04/19 MSCI World Total Return Net
B&H ACCIONES "C" | Benchmark | Diferencia | |
---|---|---|---|
2021 | 0,95% | 3,12% | -2,17% |
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.
B&H ACCIONES "C" | Benchmark | Diferencia | |
---|---|---|---|
YTD | 0,95% | 3,12% | -2,17% |
1 Año | -4,95% | -4,08% | -0,87% |
Inicio Oct 2017 | 1,63% | 26,85% | -25,22% |
Accumulative performance from real data.
Net Performance
Past performance does not indicate future results.
You can check here other Buy&Hold investment funds and pension plans.