My Tools

  • Loans Calculator

    Calculate the loan amount you can borrow or alternatively, the monthly payments you can afford.

    How much can i...borrowafford
    KD

    You can borrow only a maximum amount of.

    Calculate

    Rate of interest is 5.0% pa.

    KD
    KD
    24 Months

    Adjust repayment tenure to change EMI

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

  • 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,April 19,2014

    • Fajr 03:52 AM
    • Sunrise 05:18 AM
    • Dhuhr 11:48 AM
    • Asr 03:23 PM
    • Maghrib 06:17 PM
    • Isha 07:47 PM
  • Ask a Question
  • Market Indices
    Price: 10000
    Open: 1000High: 1000
    Low: 990Close: 1000
    Volume: 895,014
    • Summary
      StatusIndexChange %Volume
      Market Closed6446.80 213,629,146
    • Top Gainers

      Company Chg. % Cur. Price
      BOUBYAN.311.34562.099976
      JEERANH8.6263
      ALMADINA5.4348.50
      TAMINV5.15204
      POULT5.13164
      GFC4.7189
      FIRSTDUBAI3.92106
      KMEFIC3.5758
      ALNAWADI3.51118
      KAMCO3.45120
    • Top Losers
      Company Chg. % Cur. Price
      IRC-8.7752
      IFA-7.9458
      QURAINHLD-7.5830.50
      ADNC-7.3531.50
      ALDEERA-7.1432.50
      PEARL-6.9820
      KSHC-5.9731.50
      KBT-5.9539.50
      TAHSSILAT-5.8880
      REFRI-5.88320
    • By Volume
      Company Volume Price
      ABYAAR`R24,885,13248
      ALIMTIAZ`R12,911,05785
      ALDEERA`R11,361,39332.50
      IFA`R10,751,11758
      KBT`R8,200,62539.50
      NIND`R7,928,223250
      MAZAYA`R7,738,006140
      ALOLA`R6,939,28397
      SOKOUK`R6,555,701110
      KRE`R6,434,49592
  • 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