At least six years time horizon.
B&H Acciones FI
Management 0,95%
Success 7% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with at least six years time horizon.
The fund implementing our equity investment strategy.
B&H Acciones FI invests exclusively in B&H Equity LU, which selects our highest-conviction, high-potential stock ideas, primarily U.S. and European companies with high-quality, easily understandable businesses and competitive advantages. Diversification in quality at reasonable prices.
Portfolio composition for B&H Acciones FI
99% B&H Equity LU
1% Liquidity
Portfolio composition for B&H Equity LU
98% Equities
3% Liquidity
Returns from launch
MSCI World Total Return Net from 04/2019MSCI Europe Total Return Net until 03/2019
B&H Acciones FI
Annual Return
| B&H ACCIONES | Benchmark | Return Gap | |
|---|---|---|---|
| 2025 | -12,31% | -14,54% | 2,23% |
| 2024 | 10,59% | 26,60% | -16,01% |
| 2023 | 24,99% | 19,60% | 5,39% |
| 2022 | -24,27% | -12,78% | -11,49% |
| 2021 | 31,88% | 31,07% | 0,81% |
| 2020 | -2,91% | 6,30% | -9,21% |
| 2019 | 26,15% | 28,00% | -1,85% |
| 2018 | -18,12% | -9,87% | -8,25% |
Returns net of fees.
Past performance is not indicative of future results.
Cumulative Return
| B&H ACCIONES | Benchmark | Return Gap | |
|---|---|---|---|
| YTD | -12,31% | -14,54% | 2,23% |
| 1 Year | -7,96% | -0,35% | -7,61% |
| 3 Years | 4,85% | 16,24% | -11,39% |
| 5 Years | 49,87% | 81,53% | -31,66% |
| Launched Oct 2017 | 21,37% | 81,42% | -60,05% |
Cumulative returns based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Every document always up to date
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