FUND STRATEGY

OUR AIM: A RETURN OF OVER 3% P. A. - HIGH TAX-FREE PORTION

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Fund Strategy

Designed for
private investors

 

New-generation fund LEADING CITIES INVEST is primarily designed for investors who have achieved significant goals in their family lives and careers, and who are now looking for a longer-term and, as far as possible, secure investment form to provide a sound basis for their retirement. The fund is intentionally not aimed at investors with a short-term, speculative focus and institutional investors and this is deliberate.

Longer-term liquidity management offers greater security

Although no form of investment can offer absolute security, LEADING CITIES INVEST will comply with the new requirements established by lawmakers in July 2013 in order to protect investors (the "Kapitalanlagegesetzbuch" or KAGB – Capital Investment Code). Although LEADING CITIES INVEST's units can still be bought and sold on a daily basis, the fund is resilient to the shock of sudden, unforeseeable unit redemptions by investors, thanks to its 24n-month minimum holding period and the uniform 12-month notice period that apply equally to all investors. As a result, LEADING CITIES INVEST ensures all involved benefit from sound, medium-term liquidity management that coordinates the timing of property sales and purchases.

Our aim: a return in excess of 3% p.a. – high tax-free portion

The objective is to use the fund's innovative, international focus to offer a return in excess of 3% p.a. – an attractive yield when measured in terms of current sector returns and market interest rates that is competitive in the long term. In addition, the goal is to offer distributions with a high tax-free portion.

Two-step investment model

How you benefit as an investor:

  • The new LEADING CITIES INVEST fund offers more inherent security than any of the open-ended real estate funds governed by the old legislation.
  • Suspensions of unit redemptions caused by unexpected redemption requests are less likely to occur thanks the improved long-term liquidity management options.

Two-step investment model

C-SCORE-MODELL
PROPERTY-SELECTION-MODELL
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