At least six years time horizon.
B&H Equity LU
Management 0,81%
Success 7% of profit el beneficio
Depository 0,04%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with at least six years time horizon.
Our fund with the longest track record.
B&H Equity LU invests in our 30 to 40 highest-conviction, high-potential stock ideas, primarily U.S. and European companies with high-quality, easily understandable businesses and competitive advantages. With a balanced weight in each of them. Diversification in quality at reasonable prices.
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Portfolio composition for B&H Equity LU
99% Equities
1% Liquidity
Returns from launch
MSCI World Total Return Net from 04/2019MSCI Europe Total Return Net until 03/2019
B&H Equity LU
Annual Return
| B&H EQUITY | Benchmark | Return Gap | |
|---|---|---|---|
| 2025 | -12,34% | -14,54% | 2,20% |
| 2024 | 10,96% | 26,60% | -15,64% |
| 2023 | 25,78% | 19,60% | 6,18% |
| 2022 | -24,55% | -12,78% | -11,77% |
| 2021 | 32,19% | 31,07% | 1,12% |
| 2020 | -0,50% | 6,30% | -6,80% |
| 2019 | 26,75% | 28,00% | -1,25% |
| 2018 | -17,19% | -9,87% | -7,32% |
| 2017 | 14,56% | 9,20% | 5,36% |
| 2016 | 8,37% | 3,02% | 5,35% |
| 2015 | 2,35% | 6,71% | -4,36% |
| 2014 | 8,24% | 6,44% | 1,80% |
| 2013 | 34,36% | 18,97% | 15,39% |
| 2012 | 17,90% | 16,70% | 1,20% |
| 2011 | -4,10% | -7,00% | 2,90% |
| 2010 | -2,90% | 9,40% | -12,30% |
| 2009 | 42,30% | 30,20% | 12,10% |
| 2008 | -38,80% | -42,80% | 4,00% |
| 2007 | 6,60% | 4,00% | 2,60% |
| 2006 | 24,00% | 18,50% | 5,50% |
| 2005 | 24,50% | 25,50% | -1,00% |
| 2004 | 11,70% | 6,30% | 5,40% |
Returns net of fees.
Past performance is not indicative of future results.
Performance assummed from Rex Royal Blue Sicav, merged with B&H Equity LU.
Cumulative Return
| B&H EQUITY | Benchmark | Return Gap | |
|---|---|---|---|
| YTD | -12,34% | -14,54% | 2,20% |
| 1 Year | -7,76% | -0,35% | -7,41% |
| 3 Years | 5,71% | 16,24% | -10,53% |
| 5 Years | 51,18% | 81,53% | -30,35% |
| Launched Ago 2004 | 314,09% | 301,85% | 12,24% |
Cumulative performance based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Performance assummed from Rex Royal Blue Sicav, merged with B&H Equity LU.
Every document always up to date
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