For a time horizon of at least 5 years.
B&H Jubilación
Management 0,90%
Success 6% of profit
Depository 0,05%
PORTFOLIO DETAIL
PROFITABILITY
Documentation
Awards
For investors with a horizon of at least 5 years.
The Buy Hold pension plan.
B&H Jubilación selects both bonds and stocks, with the objective of optimizing long-term returns. The plan may have a maximum equity exposure of up to 75%.
The portfolio is comprised of our highest conviction ideas in both bonds and equities.
In bonds we seek an optimal balance between their returns and risks, while achieving an adequate correlation with the equity portfolio.
Composition of the BH Retirement Portfolio
72% Shares
24% Bonds
4% Liquidity
Equity exposure can be up to 75%. These weights vary according to the opportunities presented by the markets.
We prefer easily understandable quality business at reasonable prices.
We like companies that combine low debt levels with long-term growth in earnings per share.
Profitability from the start
B&H Jubilación
Annual Return
| BH JUBILACIóN | |
|---|---|
| 2024 | 8,50% |
| 2023 | 20,29% |
| 2022 | -17,85% |
| 2021 | 25,63% |
| 2020 | -1,15% |
| 2019 | 22,66% |
| 2018 | -16,40% |
| 2017 | -0,30% |
Returns net of commissions.
Past performance is not indicative of future results.
Cumulative Return
| BH JUBILACIóN | |
|---|---|
| YTD | 8,50% |
| 1 Año | 15,82% |
| 3 Años | 7,55% |
| Inicio Oct 2017 | 36,16% |
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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