FMG Real Estate Fund
A Multi-Manager China, India and MENA Real Estate Equity Fund
The Fund invests exclusively in publicly listed liquid Real Estate companies in China, India and MENA which were one of the worst performing industry groups over the last 20 months, down about 60% despite the recent rally.
The housing per capita ratio in this part of the world is very compelling in particular compared to the western industrial worlds real estate market. Most Institutional and Private Investors are heavily underinvested in Real Estate securities.
We at FMG believe the 2Q07-1Q09 Bear Market in real estate securities has just ended and the new Bull Market has just begun.
The points above should translate into a major reversal in quality public listed securities in the Real Estate sector in China, India and MENA and the FMG Real Estate Fund should be a major beneficiary over the next 5 years.
Strategy.
The Fund is a Global Real Estate Fund investing in liquid publicly traded Real Estate securities. The FMG Investment Committee will actively decide the global country allocation.
Local Managers are appointed to manage a concentrated portfolio of 5-10 real estate companies.
Initially there will be three managers covering MENA, India and China, with a total of 20-40 companies included in the Fund.
The Fund will primarily have a Buy-Hold Strategy and no short positions. No Leverage will be used and max 50% in any one country.
Information.
| Fund start | July 1, 2009 |
| Risk Level | High |
| Management | Multi Managed |
| Investment Profile | Emerging Markets |
| Investment Focus | Real Estate & Infra Structure |
| Fund Structure | SICAV (PIF) |
| Dealing | Weekly, 1st business day |
| Investment Horizon | 3-5 Years |
| More Details | See Factsheet - request below |
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