B&H Jubilación
Our mixed pension plan that seeks the best long-term returns with the lowest possible risk.
Management Fee: 0,90%
Performance Fee: 6% sobre beneficio
Depositary Fee: 0,05%
B&H Jubilación
B&H Jubilación is Buy & Hold’s pension plan.
It is a mixed equity 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%.
Our Pension Plan Strategy
![](https://www.buyandhold.es/wp-content/uploads/2023/07/cartera.png)
Its time horizon is at least 5 years.
![](https://www.buyandhold.es/wp-content/uploads/2023/07/luz.png)
The portfolio is comprised of our highest conviction ideas in both bonds and equities.
![](https://www.buyandhold.es/wp-content/uploads/2023/07/balanza.png)
In bonds we seek an optimal balance between their returns and risks, while achieving an adequate correlation with the equity portfolio.
![](https://www.buyandhold.es/wp-content/uploads/2023/07/grafica.png)
Equity exposure can be up to 75%. These weights vary according to the opportunities presented by the markets.
![](https://www.buyandhold.es/wp-content/uploads/2023/07/medalla.png)
We prefer easily understandable quality business at reasonable prices.
![](https://www.buyandhold.es/wp-content/uploads/2023/07/factoria.png)
We like companies that combine low debt levels with long-term growth in earnings per share.
Portfolio composition
![Investments](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-clock.png)
Investments
Long-term (at least 5 years)
![Capital](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-user.png)
Capital
Beginning at any amount
![Fees](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-euro.png)
Fees
Management: 0,90%. Performance: 6%.
Return
Check the performance of the B&H Jubilación mutual fund.
Return from start
B&H Jubilación
Annual Return
BH JUBILACIóN | |
---|---|
2024 | 9,21% |
2023 | 20,29% |
2022 | -17,85% |
2021 | 25,63% |
2020 | -1,15% |
2019 | 22,66% |
2018 | -16,40% |
2017 | -0,30% |
Cumulative Return
BH JUBILACIóN | |
---|---|
YTD | 9,21% |
1 Año | 14,25% |
3 Años | 16,18% |
Inicio Oct 2017 | 37,05% |
Documentation
Consult the B&H Jubilación mutual fund documentation.
![Presentation](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-ficha-mensual.png)
Presentation
![Quarterly Report](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-informe-semestral.png)
Quarterly Report
![DDFP & Specs](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-folleto-y-dfi.png)
DDFP & Specs
![NAV](https://www.buyandhold.es/wp-content/uploads/2023/07/ico-valores-liquidativos.png)