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KanAm grundinvest FondsThe FundFeri rating
Investment opportunities
Fund management report
Properties
At a glance
Income tax treatment of the 2008 distribution
Risk management methods
Eligibility for trust investments
KanAm US-grundinvest Fonds
KanAm SPEZIAL grundinvest Fonds

 


KanAm grundinvest Fonds has generated significantly above-average returns ever since its launch on November 15, 2001. The fund management invests mainly in first-class office properties in selected high-growth locations in major European cities outside Germany. The fund also holds properties in major North American cities for diversification purposes and in order to optimize return potential.

Performance in figures (reporting date: June 30, 2009)
Investment performance over 5 years (cumulative)1) 32.2 %
Investment performance July 1, 2008 - June 30, 20091) 5.0 %
Investment performance per fund unit (total) EUR 2.76
Distribution per fund unit as of October 1, 2009 EUR 2.50
Tax-free portion of the distribution and investment performance2) 100 %
Performance in figures (reporting date: December 31, 2009)
Investment performance over 5 years (cumulative)1) 30.9 %
Investment performance over 1 year1) 4.0 %

1) Calculated according to the BVI method. Basis of calculation: unit value (front-end charge not included); distribution is reinvested.The historical performance of the investment fund is not indicative of future performance.

2) Units held as private assets. Tax treatment depends on the investor´s personal situation and is subject to change going forward.

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KanAm grundinvest Fonds

Historical performance

New Fund Rules of the KanAm grundinvest Fonds as of January 1, 2011 (only available in German)