Investment Profile
Companies whose underlying assets are Real Estate tangible properties
Fund Maturity
8 years
Minimum Investment Amount
€100,000
Subscription Deadline
August 2023
The fund will invest in companies whose underlying assets are tangible properties.
Here is a quick rundown of the fund’s strategy:
Asset class
Bonds: Preferred fixed-return bond instruments backed by real estate underlying properties
Companies with residential assets: Prime apartments for rental income
Companies with retail assets: Commercial units in residential schemes for secured long-term income
Companies with developer assets: Equity into real estate development projects
Location
Minimum 60% in Portugal
Maximum 40% in UK, Switzerland and other major capitals in Europe
Diversification
Investment: A single property/project receives no more than 30% of the fund’s investment
Risk: Risk spreading strategy and allocation into several risk-adjusted profiles
