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AXA Immovation Residential

Ranked 9 out of 35 in - Other Physical over 12 months
All calculations are in USD unless stated

Managed by

Silvan Zehnder

Objective

The fund invests in Swiss residential real estate. Criteria such as safety, yield and liquidity are crucial to generate a risk profile corresponding optimum yield. The Fund is diversified in terms of tenant structure, location and building structure. Fund invests primarily in existing properties, but will also benefit from the potential of new construction and renovation projects. Investments take place all over Switzerland, focusing on the largest economic areas.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Other Physical over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.8% -3.6% 1.7%
2017 8.5% 4.5% 4.5% 0.0% -0.7%
2016 -0.7% 5.9% -1.7% 0.0% -4.6%
2015 1.2% 4.6% 3.9% -4.7% -2.4%
2014 -3.8% 1.7% 0.6% -5.9% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date31/10/2013
  • Share Class size108Mn
  • Base currencyCHF
  • ISIN CH0212641002

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).