The Fund is actively managed and offers direct exposure to the real estate sector, with significant deviation expected in terms of composition and performance compared to the benchmark. The Fund’s objective is to maximize total investment return through capital appreciation in the real estate sector.
The Fund aims to maximize total investment return through capital appreciation in the real estate sector. While the strategy involves medium to high risk—primarily due to heightened geopolitical uncertainty in the CIS region and the currency volatility of the Ukrainian Hryvnia (UAH)—the Fund is managed by an External Manager with deep local expertise and robust risk mitigation frameworks.
The Sub-Fund seeks long-term capital growth by primarily investing in Private Equity projects across various sectors and stages. It may also invest in real estate, construction projects, and other funds to enhance diversification, with a focus on Europe.
Allocation is flexible, allowing investment in global markets, including developing economies, and temporary cash holdings.
The Sub-Fund aims to generate medium- to long-term returns in its base currency by investing primarily in real estate and, to a lesser extent, in private equity.
Investments are made directly or through vehicles such as SPVs and holding companies, with attention to capital preservation, diversification, and liquidity.
Focus areas include real estate funds, development projects, and companies linked to the real estate sector, including construction and property services.
The Fund aims to achieve capital growth by investing in real estate funds, projects, and related companies.
It provides investors access to high-barrier, complex opportunities otherwise unavailable individually.
Investments focus on medium to long-term value appreciation, with a smaller allocation to private equity.