Around two years time horizon.
B&H Debt LU
Management 0,35%
Depository 0,04%
For investors with around two years time horizon.
Our most conservative fund only investing in fixed income.
B&H Debt LU invests in a fully investment grade fixed income portfolio whose duration will not exceed three years.
Portfolio composition for B&H Debt LU
97% Bonds
3% Liquidity
Returns from launch
Iboxx Euro Overall Total Return
B&H Debt LU
Annual Return
| BH DEBT | Benchmark | Diferencia | |
|---|---|---|---|
| 2025 | 1,09% | -0,80% | 1,89% |
| 2024 | 5,69% | 2,51% | 3,18% |
| 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 fees.
Past performance is not indicative of future results.
Returns assummed from B&H Deuda FI, subordinate to B&H Debt LU.
Cumulative Return
| BH DEBT | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 1,09% | -0,80% | 1,89% |
| 1 Año | 5,62% | 2,09% | 3,53% |
| 3 Años | 13,20% | -4,51% | 17,71% |
| 5 Años | 38,76% | -8,17% | 46,93% |
| Inicio Feb 2020 | 16,54% | -10,35% | 26,89% |
Cumulative returns based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Returns assummed from B&H Deuda FI, subordinate to B&H Debt LU.
Every document always up to date
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Performance of our most conservative fund.
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Performance from Pigmanort Sicav, merged with B&H Flexible LU.
Performance from Rex Royal Blue Sicav, merged with B&H Equity LU.
Our pension plan to prepare your retirement.
