Oddo BHF Immobilier CI-EUR
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General Objective
The ODDO BHF Immobilier fund aims to outperform the MSCI EMU IMI Core RE 10/40 Index (dividends reinvested) over a minimum investment horizon of five years by primarily investing in EU property companies focused on segments such as shopping centers, offices, and housing.
Fund Exposure
The fund is invested primarily in EU property companies, with a sector breakdown that includes residential, retail, offices, and retreat house properties in countries such as Germany, France, Spain, and Belgium. The fund follows a bottom-up, conviction-based investment approach to select companies positioned in the best segments of the EU property market.
Risks
The fund carries a level 6 risk rating as of 8/31/24, indicating a moderate to high level of risk compared to other products. The summary risk indicator (SRI) ranges from 1 (low risk) to 7 (high risk), with fluctuations based on the fund's risk profile. Past performance is not indicative of future results, and there is no guarantee that the investment objectives in terms of risk will be achieved.