Skip to content Go to main navigation Go to language selector

Catella MAX

The Munich Real Estate Fund.

The fund Catella MAX invests exclusively in the city of Munich and its surrounding districts. Centrally located properties and attractive development projects are the key targets: individual zones are identified in each sector – residential, commercial and retail – and prioritised as investment targets. The goal is to achieve a high level of diversification in terms of building type and tenant structure to complement the diversified economic construct of Bavaria‘s capital city.

Investing in development and refurbishment projects is also an option, whereby a "vacancy budget" serves to limit the rental risk on fund level to a maximum of 10%. In line with sector diversification, the fund invests in existing residential properties in the medium price range as well as in new residential development sites in attractive, up-and-coming districts. This is complemented by a focus on small and mid-sized office properties with average to excellent standards, in good locations and with the possibility to be leased in small rental units. Retail spaces within the inner city, eventually also with a need for refurbishment and reletting, and other building uses complete the sector diversification.

Fund facts

     
Minium Investment Amount   300.000 EUR
WKN / ISIN   A0YFRV / DE000A0YFRV7
Clearstream Compliance   Yes
Fund Launch   24. February 2010
Fiscal Year   01. June until 31. May

Historical development

Portfolio Manager

Germany

Thomas Kübler

Portfolio Management Catella MAX
Direct: +49 89 189 16 65 0

This website uses cookies as described in our Cookie Policy. To see what cookies we serve and set your own preferences, please use your web browser's settings. Otherwise, if you agree to our use of cookies, please continue to use our website.