The Fund aims to provide the investors with long term capital growth along limited risk, while focusing primarily on real estate markets. The Fund aims to achieve positive returns regardless of the capital market trends, and targets to surpass the risk free returns aligned with long term inflation expectations. Therefore the fund manager is entitled to incentive fee if the fund performs above the 6% threshold for the EUR serie and 8% for the HUF serie.
The Fund aims to achieve its goals through buying primarily but not exclusively real estate fund units.
Further details HERE.
Historical performance*
*Net returns not annualised within the year, and annualised for periods beyond the year.
Series: EUR & HUF
Custodian: Erste Bank Hungary Zrt.
Distributor: Erste Befektetési Zrt.
Registration date: 01.04.2025
Serie EUR: HU0000737309
Serie HUF: HU0000737317
Serie EUR: 6%
Serie HUF: 8%