For a time horizon of at least 2 years.
B&H Debt LU
Gestión 0,4%
Depositaría 0,05%
For investors with a horizon of at least 2 years.
Our most conservative fund that invests only in fixed income.
B&H Debt LU is the mutual fund that invests in a fixed income portfolio whose duration will not exceed 3 years.
Composition of the B&H Debt portfolio
97% Bonds
3% Liquidity
Profitability from the start
Iboxx Euro Overall Total Return
B&H Debt LU
Annual Return
| BH DEBT | Benchmark | Diferencia | |
|---|---|---|---|
| 2024 | 5,69% | 2,75% | 2,94% |
| 2023 | 6,95% | 7,20% | -0,25% |
| 2022 | -2,34% | -17,22% | 14,88% |
| 2021 | 5,10% | -2,87% | 7,97% |
| 2020 | -0,64% | 2,23% | -2,87% |
Returns net of commissions.
Past performance is not indicative of future results.
Cumulative Return
| BH DEBT | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 5,69% | 2,75% | 2,94% |
| 1 Año | 5,98% | 2,85% | 3,13% |
| 3 Años | 10,64% | -10,19% | 20,83% |
| Inicio Feb 2020 | 15,29% | -9,41% | 24,70% |
Cumulative returns based on actual data.
Returns net of commissions.
Past performance is not indicative of future results.
All documentation always up to date
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