Track Record Portfolio Funds
Active Management - Sustainable Returns
Back in the year 2000, which marked at the start of our BGV series, we set ourselves the goal of giving real estate investors with a long-term horizon an alternative through access to open-end mutual property funds. Here we can say that we have achieved our goal and are in the process of writing new success stories- and not only with the BGV series. The range of portfolio funds has meanwhile been supplemented by specialised real estate funds focused on selected growth regions and/or usage types.
All distributions since fund launch (weighted according to time and capital invested) without considering a short fiscal year. Average annual yield/ distribution after tax, based on fund: Funds II and III are fully invested to date Corresponding calculation of distribution/ yield before individual taxation. Assumption: tax rate 30% for the investor IRR after tax based on fund; for BGV I, based on sales actually completed by mid-2007 (ca. 75% of all fund properties). *Themenfonds Deutschland**Regionalfonds SüddeutschlandTFD und RFS: Statement of money-weighted and time-weighted distribution yields up to and including 31.12.2017