Real estate investments based on a holistic sustainability concept.
The KCD-Catella Nachhaltigkeit IMMOBILIEN Deutschland fund is an open-end mutual real estate fund under German investment law (German Investment Code). It is aimed in particular at private clients, foundations as well as religious, charitable, diaconal and church-related institutions. The KCD-Catella Nachhaltigkeit IMMOBILIEN Deutschland fund invests in established investment locations and metropolitan regions as well as medium-sized cities and regional investment centers with a high level of urbanity and “robustness” (highly diversified employment structure). The investment properties are allocated to the following usage types: office (40-60%), retail (20-40%), residential (10-20%) and special real estate used for charitable/diaconal/social purposes (0-20%).
The resulting broad sectoral diversification ensures a balanced risk-return profile. The investments are scrutinized in advance by applying transaction criteria based on Christian ethics. During the purchase process and regularly as part of asset management during the holding period, the properties are examined in terms of economic, ecological and social aspects using a comprehensive catalogue of criteria (Catella Sustainability Monitor).
|Mimimum Investment Amount||5.000 EUR|
|WKN / ISIN||
|Fonds Launch||Q1 2017|
|Fiscal Year||1st July -until 30. June|
|Date of distribution||Distribution per unit||Tax-free portion (for units in private portfolios)*|
|20. October 2018||0.06 EUR||n/a|
|* 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|