FOKUS WOHNEN DEUTSCHLAND is a public property fund designed to exploit the German real estate market’s potentials. It provides private investors with the opportunity to participate in a broadly diversified property portfolio with a relatively small sum of money. All this aligned with the amended legal requirements and improved investor protection.
Kerstin Dittrich, Portfolio manager FOKUS WOHNEN DEUTSCHLAND
With the €uro-FundAwards, the Finanzen Verlag GmbH, Munich, regularly features funds with the highest increase in value over the past one, three, five, ten and 20 years. The basis for this evaluation is the Fund Universe of the monthly magazine €uro consisting of mutual funds with a minimum volume of €20 million. The cut-off date for this evaluation was 31.12.2021. Measured by its performance, the fund achieved third place in both the three and five-year categories. These are expressions of opinion and not a rating as defined in Regulation (EC) No. 1060/2009 on credit rating agencies. The award does not constitute a recommendation to acquire or dispose of units.
The "SCOPE AWARD Best Asset Manager Winner 2023 Retail Real Estate Residential" was awarded by Scope Analysis GmbH on 17 November 2022. These are expressions of opinion and not a rating as defined in Regulation (EC) No. 1060/2009 on credit rating agencies. The award does not constitute a recommendation to acquire or dispose of units.
"The winner in the "Retail Real Estate Residential" category convinced us by having the highest occupancy rate in the peer group. As of 30 June 2022, 97.5% of Industria Wohnen’s Fokus Wohnen Deutschland portfolio was let. The value development is also superb: the real estate fund achieved a BVI return of 4.4% over the year, the highest in its peer group. The young portfolio with good energy alignment forms a solid basis for its future ESG orientation."
Open-ended mutual property fund
For institutional investors
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