For a time horizon of at least 7 years.
B&H Equity LU
Management 0,81%
Success 7% of profit el beneficio
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with a horizon of at least 7 years.
Our fund with the longest history.
BH Equity invests in primarily U.S. and European equities, with the ability to invest in any continent. It prioritizes quality, easily understandable and reasonably priced businesses. The portfolio consists of about 30 to 40 companies with clear competitive advantages and without excessive concentration in any one company.
No Data Found
B&H Equity LU Portfolio Composition
99% Shares
1% Liquidity
Profitability from the start
MSCI World Total Return Net from 04/2019MSCI Europe Total Return Net until 03/2019
B&H Equity LU
Annual Return
| BH EQUITY | Benchmark | Diferencia | |
|---|---|---|---|
| 2024 | 10,29% | 25,86% | -15,57% |
| 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 commissions.
Past performance is not indicative of future results.
Cumulative Return
| BH EQUITY | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 10,29% | 25,86% | -15,57% |
| 1 Año | 10,72% | 25,86% | -15,14% |
| 3 Años | 8,22% | 34,03% | -25,81% |
| 5 Años | 37,91% | 82,67% | -44,76% |
| Inicio Ago 2004 | 369,48% | 367,51% | 1,97% |
Cumulative performance based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Assumed returns of Rex Royal Blue Sicav, merged with the BH Equity LU fund.
All documentation always up to date
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