B&H Bonds LU “1”

B&H Bonds LU invests 100% in equities.

Management Fee: 0,56%

Performance Fee: 3% p.a.

Depositary Fee: 0,05%

APR
5,50%
SINCE
Dic 2015
Assets 31/12/2021
34,7 MM€
Rentabilidad 2021
4,6%
Return from start (Dic 2015)
29,7%
NAV
1,1453 €

B&H Bonds LU “1”

B&H Bonds LU is for moderate investors whose priority is to protect capital during a short-term time horizon, i.e., a period of at least 18 months.

 

 

B&H Bonds LU selects corporate bonds for which we believe there is a high probability of recovering the principal and interest.

Portfolio composition

92%%

Bonds

8%%

Liquidity

Investments

Short term (at least 12 months)

Capital

Beginning at any amount

Profiles

Moderate

Return

Check the B&H Bonds LU investment fund return.

Return from start

B&H Bonds LU “1”

Barclays Euro Aggregate Bonds 5-10 Years

Annual Return

BH BONDS Benchmark Diferencia
2021 4,60% -1,00% 5,60%
2020 2,00% 2,80% -0,80%
2019 12,70% 6,20% 6,50%
2018 -4,10% -1,30% -2,80%
2017 6,80% 2,40% 4,40%
2016 6,30% 4,70% 1,60%

Net Performance 

Past performance does not indicate future results.

SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU

Cumulative Return

BH BONDS Benchmark Diferencia
YTD 4,60% -1,00% 5,60%
1 Año 4,60% -1,00% 5,60%
3 Años 20,30% 8,10% 12,20%
5 Años 23,20% 9,40% 13,80%
Inicio Dic 2015 29,70% 13,50% 16,20%

Accumulative performance from real data.

Net Performance 

Past performance does not indicate future results.

SICAV BH Renta Fija performance, merged with the fund B&H Bonds LU

Documentation

Check the B&H Bonds LU investment fund documentation.

Presentation

Semi-annual & Annual Report

Mgmt Regulations, Prospectus & KIID

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You can check here other Buy&Hold investment funds and pension plans.

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