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  • Market Indices
    Price: 87030
    Open: 840High: 870
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    Volume: 4,759,621
    • Summary
      StatusIndexChange %Volume
      Market Closed6446.80 454,955,789
    • Top Gainers

      Company Chg. % Cur. Price
      QURAINHLD17.2417
      ALDEERA1614.50
      SENERGY12.8222
      ADNC12.2023
      INVESTORS11.9023.50
      SAFRE11.9023.50
      GFH10.6426
      MAYADEEN10.2027
      EQUIPMENT10110
      ALSALAM9.8056
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      CABLETV-10.2635
      AGLTY 3-10727.020020
      TAHSSILAT-8.6253
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      KFIC-6.1561
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      CATTL-5.41140
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      GGMC-5.10465
      ABAR-4.59208
    • By Volume
      Company Volume Price
      ALDEERA`R54,206,44414.50
      GFH`R49,660,31826
      SAFRE`R30,518,89623.50
      SENERGY`R24,528,58822
      ITHMR`R18,306,03346.50
      VIVA`R14,432,228540
      ADNC`R11,498,67123
      MAYADEEN`R11,189,48127
      ABYAAR`R9,778,70433
      COAST`R9,451,02459
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Watani US Real Estate Income & Growth Fund

 

Overview

Objective & Strategy

The investment objective of the Fund is to seek current income and capital appreciation from a portfolio of investments in U.S. real estate and real estate related assets while preserving capital. The Fund is a long-term investment vehicle designed to achieve an expected IRR between 11-14% per annum with an expected annualized net distributable dividend yield of money market returns during the Investment Period and 8 -10% thereafter.

The Fund will pursue its objective by investing in a well-diversified portfolio of Direct Real Estate Investments such as office, industrial, retail and multi-family sectors. In addition, the Fund will invest in Mezzanine Debt Investments, Commercial Mortgage-Backed Securities and Real Estate Investment Trusts to provide both current income and potential capital appreciation.

Investment Features

  • Well-diversified portfolio of U.S real estate investments.
  • US Dollar denominated.
  • Quarterly income distribution
  • Quarterly subscriptions and semi-annual redemptions (after an initial 3-year lock-up period).
  • Managed by one of the world's top real estate managers.
Performance As of  31 December 2013Fund
Cumulative Distributions since Inception38.35%
Annualized Distributions since Inception3.93%
YTD Distributions3.49%
3 Month Distributions0.76%
3 Months Distributions (annualized)3.00%
6 Months Distributions (annualized)3.02%
1 Year Distributions3.49%
2 Year Distributions (annualized)3.11%
3 Year Distributions (annualized)2.87%
5 Year Distributions (annualized)2.71%

Risk Level

 

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