At least four years time horizon.
B&H Flexible LU
Management 0,66%
Success 5% of profit
Depository 0,04%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with at least four years time horizon.
The fund mixing our best ideas with the greatest potential in fixed income and equities.
B&H Flexible LU extends its track record for over 15 years obtaining typical returns of stock market investments, but with highly controlled volatility thanks to the active management of its fixed income portfolio and a dedicated balancing among assets, with a weight in equities historically ranged between 40% and 55% of the portfolio.
No Data Found
Portfolio composition for B&H Flexible LU
43% Equities
55% Bonds
2% Liquidity
Returns from launch
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
BH Flexible LU
Annual Return
| B&H FLEXIBLE LU | Benchmark | Return Gap | |
|---|---|---|---|
| 2025 | -5,12% | 0,63% | -5,75% |
| 2024 | 9,60% | 15,34% | -5,74% |
| 2023 | 21,83% | 13,95% | 7,88% |
| 2022 | -16,90% | -12,85% | -4,05% |
| 2021 | 20,55% | 12,11% | 8,44% |
| 2020 | -0,75% | 4,00% | -4,75% |
| 2019 | 20,53% | 12,60% | 7,93% |
| 2018 | -10,28% | -3,90% | -6,38% |
| 2017 | 14,34% | 4,40% | 9,94% |
| 2016 | 6,61% | 4,20% | 2,41% |
| 2015 | 5,37% | 1,50% | 3,87% |
| 2014 | 1,81% | 7,80% | -5,99% |
| 2013 | 21,50% | 6,70% | 14,80% |
| 2012 | 23,20% | 14,40% | 8,80% |
| 2011 | -7,20% | -0,80% | -6,40% |
| 2010 | 9,20% | 4,20% | 5,00% |
Returns net of fees.
Past performance is not indicative of future results.
Performance assummed from BH Pigmanort Sicav, merged with B&H Flexible LU.
Cumulative Return
| B&H FLEXIBLE LU | Benchmark | Return Gap | |
|---|---|---|---|
| YTD | -5,12% | 0,63% | -5,75% |
| 1 Year | 1,34% | 12,21% | -10,87% |
| 3 Years | 13,43% | 21,42% | -7,99% |
| 5 Years | 55,30% | 45,98% | 9,32% |
| Launched Jun 2010 | 170,25% | 120,19% | 50,06% |
Cumulative returns based on actual data.
Returns net of fees.
Past performance is not indicative of future results.
Performance assummed from BH Pigmanort Sicav, merged with B&H Flexible LU.
Every document always up to date
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