Property Fund
The Fund aims to achieve long term capital appreciation mainly from real estate investments in Cyprus. It is considered as a “High” risk Fund.
To achieve its investment policy the Fund aims at the following portfolio mix:
| Investment Category | Percentage(%) |
|---|---|
| Income Assets: | |
| Bonds and Debentures * | 0 - 50% |
| Cash and Cash Equivalents | 0 - 50% |
| Growth Assets: | |
| Listed Shares** | 0 - 50% |
| Real Estate | 50 - 100% |
| Alternative Investments *** | 0 - 25% |
* It includes policy loans and receivables due in more than one year
* * Exposure to listed shares will normally be weighted more towards the international property sector.
* * * Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the other investment categories.
Subject to the percentage limits mentioned in the above table, the Company reserves the right to structure the allocation of the Fund as it thinks fit to meet its investment goals.
Funds Performance Scenarios
Funds Allocation
28/03/2024
Funds Performance
Please select the period which you like to see the performance of the fund
Property Fund Return
| From 31/05/2021 Το 31/05/2024 | Percentage |
|---|---|
| Total Return: | -8.18% |
| Annualized Return: | -2.80% |
