Catella Bavaria

The "Catella Bavaria" fund is an open-end mutual real estate fund under German investment law (German Investment Code, “KAGB”). It is aimed in particular at experienced private investors and as well as professional and semi-professional investors from the areas foundations, wealth management companies and similar institutions.

As a complementary product, the Catella Bavaria fund, which has greater flexibility in terms of sectoral and regional allocation, is intended to continue the success story started by the Catella MAX fund in 2010. The aim is to invest in real estate in Bavaria, which is characterized by a high level of employment and income. There, the focus is particularly on real estate in the two metropolitan regions of Munich and Nuremberg. The sectoral allocation will reflect the respective market conditions by specifying ranges and, in particular, a variable weightings to the residential and office usage types (generally between 20 and 40% each). The resulting broad sectoral diversification allows more flexibility in structuring the portfolio and ensure a balanced risk/return profile. Furthermore, project development acquisitions and implementations are also planned to diversify the portfolio to a certain extent.