• RankiaPro Europe
    • RankiaPro Spain
    • RankiaPro LATAM
    • RankiaPro Italy
SUBSCRIBE
Search
Close
  • Home
  • Insights
    EQUITIES
    EQUITIES
    FIXED INCOME
    FIXED INCOME
    ESG
    ESG
    INTERVIEWS
    INTERVIEWS
    MARKET OUTLOOK
    MARKET OUTLOOK
    ETF
    ETF

    Featured

    Cover-AI:Tech-Bubble-RankiaPro-BofA-Survey
    Insights

    AI/Tech Bubble emerges as one of the major tail risk in BofA’s June Survey

  • News
    APPOINTMENTS
    APPOINTMENTS
    LAUNCHES
    LAUNCHES
    ASSET MANAGERS
    ASSET MANAGERS

    FEATURED

    António-Simões
    Appointments

    Antonio Simoes appointed as the new CEO of Legal & General Group

  • Magazine
  • Events
    RANKIA FUNDS EXPERIENCE
    EVENTS & CONFERENCE CALLS
    EVENTS & CONFERENCE CALLS
    RANKIAPRO MEETINGS
    RANKIAPRO MEETINGS
  • Podcast
  • MiFIDII Training
Menu
  • Home
  • Insights
    EQUITIES
    EQUITIES
    FIXED INCOME
    FIXED INCOME
    ESG
    ESG
    INTERVIEWS
    INTERVIEWS
    MARKET OUTLOOK
    MARKET OUTLOOK
    ETF
    ETF

    Featured

    Cover-AI:Tech-Bubble-RankiaPro-BofA-Survey
    Insights

    AI/Tech Bubble emerges as one of the major tail risk in BofA’s June Survey

  • News
    APPOINTMENTS
    APPOINTMENTS
    LAUNCHES
    LAUNCHES
    ASSET MANAGERS
    ASSET MANAGERS

    FEATURED

    António-Simões
    Appointments

    Antonio Simoes appointed as the new CEO of Legal & General Group

  • Magazine
  • Events
    RANKIA FUNDS EXPERIENCE
    EVENTS & CONFERENCE CALLS
    EVENTS & CONFERENCE CALLS
    RANKIAPRO MEETINGS
    RANKIAPRO MEETINGS
  • Podcast
  • MiFIDII Training
Search
Close
Search
Close

Home | What are the best funds to invest in real estate?

What are the best funds to invest in real estate?

Analysis of the investment funds investing in real estate that are performing the best in 2023 and in the last three years.
Constanza Ramos

Content Specialist

2023/02/27

Investing in real estate is one of the favorite choices of European managers and investors. On this occasion, we have chosen to analyze the best funds for investing in real estate, according to Morningstar.

To do so, we have selected the funds that invest in the real estate sector that has done best over the last three years in the Real Estate – Global Direct category in euros and those that are achieving the highest returns this year in the Global Indirect category in euros.

What are the best real estate funds in euros?

UBS (Lux) Real Estate Funds Selection – Global (EUR)

The fund aims to provide investors with efficient access to a range of carefully selected real estate investment strategies. These strategies are implemented by offering a series of sub-funds, each of which has its own set of investment objectives, policies and investment guidelines; and which are designed to provide diversified exposure to a defined range of real estate markets, property types and risk profiles.

Underlying investments related to real estate held by the fund include:

  • Investments in a target fund that may be made directly or through the purchase of promissory notes reflecting the performance of such target fund.
  • Securities of real estate companies or real estate holding companies listed and traded on a regulated stock exchange located in any jurisdiction.
  • Derivative contracts or other financial instruments intended to passively earn the underlying investment return of a defined real estate market, but not controlling interests in physical real estate.

Partners Group Global Value Real Estate SICAV I (EUR)

Partners Group Global Value SICAV offers investors broad diversification across geographies, funding stages and instruments, while utilizing Partners Group’s relative value investment approach to systematically overweight those segments and instruments that offer superior value at any given time, in order to significantly enhance risk-adjusted returns. Its legal structure allows investors to subscribe and redeem shares on a monthly basis, thus avoiding the long lock-up periods common to most private equity funds.

The investment objective of the SICAV is to obtain superior returns and achieve medium to long-term capital growth by investing in private equity.

The fund aims to offer investors broad diversification, utilizing the ability to invest across the full range of private equity opportunities: primary, secondary, direct and listed private equity investments, across all stages of funding and geographic regions. By systematically overweighting segments and instruments that offer superior value at any given time, risk-adjusted returns can be significantly enhanced. This is referred to as a relative value investment strategy.

Janus Henderson Horizon Global Property Equities Fund G2 EUR Acc

Actively managed, high conviction investment fund that invests in the best ideas of the managers over real estate securities and listed REIT funds, in the interests of achieving long-term capital appreciation.

The objective of the Janus Henderson Horizon Global Property Equities is to outperform the FTSE EPRA Nareit Developed Index by at least 2% per annum before expenses over any five-year period.

The broad investable universe and selective approach allows the management team to identify companies with attractive dividend yield and growth characteristics.

This strategy is managed by a global team of experts based in Singapore, the United Kingdom and the United States, with over 90 years of combined investment experience.

Nordea 1 – Global Real Estate Fund BI EUR

The investment objective of this fund is to achieve long-term capital growth through investment in equity securities of companies worldwide whose business is primarily related to the real estate sector. It is actively managed. The benchmark is used solely for performance comparison purposes. The risk characteristics of the fund’s portfolio may bear some resemblance to those of the benchmark.

As part of the ESG integration process, the Nordea 1 – Global Real Estate Fund does not invest in companies engaged in the production of illegal or nuclear weapons, and in companies that have an exposure to coal mining that exceeds a predefined threshold.

AXA World Funds – Global Real Estate Securities I Capitalisation EUR

The objective of the fund is to achieve long-term capital appreciation, expressed in euros, by investing primarily in listed equities issued by companies engaged in the real estate sector, which are domiciled in Europe or which carry out the majority of their activities there.

“Risk assets advanced positively on easing inflation, the reopening of the Chinese economy and expectations that the U.S. and Europe will avoid recession this year due to a more resilient economy than expected. In addition, the U.S. economy grew faster than expected in the fourth quarter.

In the European real estate sector, profitability was positive for all subsectors. Hotel and residential assets posted positive relative returns, up 20.7% and 12.6%, respectively. On the other hand, health care and diversified had a negative relative performance, with gains of 4.1% and 6.1%, respectively. The European real estate index outperformed the European generalist equity index, with the FTSE EPRA NAREIT Developed Europe Capped 10 % returning +8.9 % versus +6.7 % for the STOXX Europe 600.”

Frédéric Tempel, fund manager.
  • Equities, European Equities, Investment opportunities, Real Estate

Related Post

Una mano de robot con detalles azules

Not just NVIDIA, AI is everywhere

Cover - telefono con un grafico de bolsa

RBC BlueBay : Interesting opportunities in US high yield

Real-Estate-coverjpg

What motivates investors to choose Real Estate?

NEWSLETTER
If you want to keep up to date with the latest news from the asset management industry and all our events, subscribe now to our newsletter.
Subscribe

Last Tweets

now

RankiaPro

  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us
Menu
  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us

Terms and uses

  • Cookies Policy
  • Privacy Policy
  • Disclaimer
Menu
  • Cookies Policy
  • Privacy Policy
  • Disclaimer

Contact

  • [email protected]
  • (+34) 963 386 976
  • (+34) 640 308 023

Newsletter

If you want to keep up to date with the latest news from the asset management industry and all our events, subscribe now.

Subscribe

All rights reserved © 2003 – 2023 Rankia S.L.

RankiaPro

  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us
Menu
  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us

Terms and uses

  • Cookies Policy
  • Privacy Policy
  • Disclaimer
Menu
  • Cookies Policy
  • Privacy Policy
  • Disclaimer

Contact

  • Email: [email protected]
  • Phone: 963 386 976 – 601 302 692

All rights reserved © 2003 – 2023 Rankia S.L.

Manage Cookie Consent
To provide you the best experience on our website, we use technologies like our own and third-party cookies for analytical purposes and to store device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique identifiers on this site. Not consenting or withdrawing consent may adversely affect certain features and functions.

To learn more, please read our Cookie Policy and Privacy Statement.
Functionality or Personalisation Cookies Always active
These cookies are necessary for the website to function or for the unique purpose of transmitting a communication over an electronic communications network, and cannot be disabled on our systems. Usually they are set up to respond to actions made by you to receive services, such as adjusting your privacy preferences or filling out forms. You can set your browser to block or alert you to the presence of these cookies, but some parts of the website will not work. These cookies allow the website to provide better functionality and personalisation. They may be set by us or by third parties whose services we have added to our pages. If you do not allow these cookies some of our services will not work properly.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics Cookies
These cookies allow us to count traffic sources in order to measure and improve the performance of our website. Storage or technical access which is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing Cookies
These cookies may be site-wide, placed by our advertising partners. These third parties may use them to create a profile of your interests and show you relevant adverts on other sites. If you do not allow these cookies, you may receive less targeted advertising.
Manage options Manage services Manage vendors Read more about these purposes
Cookie Settings
{title} {title} {title}
  • RankiaPro Europe
    • RankiaPro Spain
    • RankiaPro LATAM
    • RankiaPro Italy
Menu
  • Home
  • Insights
    • Equities
    • ESG
    • ETF
    • Fixed Income
    • Interviews
    • Market Outlook
  • News
    • Appointments
    • Asset Managers
    • Launches
  • Magazine
  • Events
    • Events & Conference calls
    • Rankia Funds Experience
    • RankiaPro Meetings
  • Podcast
  • MIFIDII Training

Follow us on social media

Linkedin Twitter Youtube Flickr

NEWSLETTER

Subscribe

Book now

What are the best funds to invest in real estate?