Our mixed pension plan that seeks the best long-term returns with the least possible risk.
Investments:
Long term (more than one year)
Profiles:
Balanced
Capital:
Beginning at any amount
Plan de pensiones B&H Jubilación
B&H Jubilación Buy & Hold’s pension plan. It is a product that seeks to save and obtain returns for your retirement.
B&H Jubilación follows a value investing philosophy, selecting assets undervalued by the market, with a high potential for revaluation. It invests in stocks as well as bonds in order to optimise returns and managing the risk of the investment.
OUR PENSION PLAN STRATEGY
Our priority is to protect capital for three-year periods.
The portfolio is comprised of our high-conviction ideas in both fixed income and stocks.
In bonds we aim to achieve an optimum balance between returns and risks, and at the same time an appropriate correlation with the stock portfolio.
Exposure to stocks may reach 75%. These weights vary based on the opportunities presented by the markets.
We prefer quality businesses that are easy to understand and undervalued.
We like companies that combine low levels of debt with long-term earnings-per-share growth.
CUMULATIVE RETURN
| BH JUBILACIóN | |
|---|---|
| YTD | 26,00% |
| 1 Año | 26,00% |
| 3 Años | 52,80% |
| Inicio Oct 2017 | 27,50% |
ANNUAL RETURN
| BH JUBILACIóN | |
|---|---|
| YTD | 26,00% |
| 1 Año | 26,00% |
| 3 Años | 52,80% |
| Inicio Oct 2017 | 27,50% |
PORTFOLIO COMPOSITION?
73%%
Stocks
22%%
Bonds
5%%
Liquidity
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