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Catella Bavaria

Real Estate Investments in the Metropolitan Areas of Munich and Nuremberg.

The "Catella Bavaria" (CBA) 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 professional investors e.g. 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 enjoys high levels of employment and income. The fund will focus on the metropolitan areas of Munich and Nuremberg. The sectoral allocation will reflect the respective market conditions by specifying ranges and in particular by allocating variable weightings to the residential and office usage types (generally between 20 and 40% each). The resulting broad sectoral diversification will provide for greater 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.

Fund facts

Minium Investment Amount   100.000 EUR 

DE000A2AS909 / A2AS90

Clearstream Compliance   Yes
Fund Launch  


Fiscal Year   01. September until 31. August

Historical development


Date of distributionDistribution per unitTax-free portion (for units in private portfolios)*
2. December 2019 0.23 EUR -*
1. Decembre 2018 0.11 EUR -*
30. November 2017 0.01 EUR 40.00%


* The investment fund meets both the formal and the material requirements of section 20(3) sentence 1 no. 1 of the InvStG (in the version applicable since January 1, 2018). German private investors can therefore claim a partial exemption rate of 60% on distributions.

Portfolio Manager


Fabian Pick

Potfolio Manager Catella Bavaria
Direct: +49 89 189 16 65 0