My Tools

  • Term Deposit Calculator

    This is for demonstrative purposes only. Call 1801801 or visit a branch for exact calculations.

  • I would like to apply
  • Branch / ATM Locator
  • Al Jawhara

    Al Jawhara, Kuwait's Best Prize!

    KD
    Calculate

    The minimum deposit is KD 50 and for 1 month. Terms & conditions apply.

  • Weather

    oC Feels like
    oC

    Humidity %
    Wind From
    Wind Speed kph
    Sunrise
    Sunset
    Updated:
  • Prayer Timings

    Kuwait Prayer Times
    Saturday,August 23,2014

    • Fajr 03:56 AM
    • Sunrise 05:20 AM
    • Dhuhr 11:51 AM
    • Asr 03:26 PM
    • Maghrib 06:21 PM
    • Isha 07:51 PM
  • Ask a Question
  • Market Indices
    Price: 100010
    Open: 990High: 1000
    Low: 990Close: 1000
    Volume: 4,910,531
    • Summary
      StatusIndexChange %Volume
      Market Closed6446.80 260,869,108
    • Top Gainers

      Company Chg. % Cur. Price
      RKWC8.06134
      TAIBA7.6970
      HCC6.85156
      EDU6.41166
      NAFAIS5.4996
      DANAH584
      ALAQARIA4.8843
      PCEM4.411420
      AMWAL4.2149.50
      ALSALAM4.17100
    • Top Losers
      Company Chg. % Cur. Price
      ISKAN-7.6930
      AFAQ-5.81162
      UPAC-5.41700
      CLEANING-3.70104
      GNAHC-3.7052
      KCPC-3.64265
      ASC-3.45420
      MRC-3.28118
      TAM-3.17305
      AGHC-3.16184
    • By Volume
      Company Volume Price
      ISKAN`R21,711,35630
      SENERGY`R19,168,62440
      GFH`R17,048,22841.50
      SAFRE`R16,368,43939
      ABYAAR`R13,778,46948
      GNAHC`R11,103,37352
      ALDEERA`R8,638,36331.50
      ARABREC`R8,056,22554
      GPI`R7,490,631102
      DANAH`R6,991,53184
  • Currency Converter

    Error: Generic error message here.

    10000

    Click here to view the Currency Rates

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

 

Got Questions?

 

Send to a Friend Print this page

Send to a Friend