For a time horizon of at least 4 years.
B&H Flexible FI
Management 0,80%
Success 5% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with a horizon of at least 4 years.
The investment fund that implements our flexible investment strategy.
It is a fund that invests exclusively in BH Flexible LU, which invests in both stocks and bonds.
This commingled fund seeks the optimal balance between return and risk, while achieving an appropriate proportion in its portfolio of stocks and bonds.
Composition of the B&H Flexible FI portfolio
99% BH Flexible LU
1% Liquidity
Composition of the B&H Flexible LU portfolio
43% Shares
55% Bonus
2% Liquidity
Profitability from the start
50% MSCI World net + 50% Bloomberg Euro Aggregate Corporate Bond from 04/2021 | 25% MSCI World Net + 75% Barclays Euro Aggregate Corporate Bond 5-10 Years until 03/2021
B&H Flexible FI
Annual Return
| B&H FLEXIBLE | Benchmark | Diferencia | |
|---|---|---|---|
| 2024 | 8,81% | 16,06% | -7,25% |
| 2023 | 21,12% | 13,95% | 7,17% |
| 2022 | -16,84% | -13,12% | -3,72% |
| 2021 | 19,69% | 16,05% | 3,64% |
| 2020 | 2,24% | 4,63% | -2,39% |
| 2019 | 18,14% | 16,59% | 1,55% |
| 2018 | -11,28% | -5,55% | -5,73% |
Returns net of commissions.
Past performance is not indicative of future results.
Cumulative Return
| B&H FLEXIBLE | Benchmark | Diferencia | |
|---|---|---|---|
| YTD | 8,81% | 16,06% | -7,25% |
| 1 Año | 9,00% | 16,24% | -7,24% |
| 3 Años | 12,01% | 16,02% | -4,01% |
| 5 Años | 34,30% | 34,48% | -0,18% |
| Inicio Oct 2017 | 40,56% | 45,70% | -5,14% |
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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