Oddo Immobilier
  • Fund Manager  
    Véronique Gomez
  • Currency  
    EUR
  • Sector  
  • Fund Type  
    FR - FCP
  • Fund Size  
    45.83 Mio
  • Launch Date  
    05/06/2006
  • Lipper Total Return  

The fund is invested mainly in property or real estate equities of the European Community; it aims to outperform the EPRA Euro Zone over an investment horizon of 5 years minimum. A "bottom up" management aims to select values positioned on the best elements of listed properties (shopping centers, offices, residential property) of the European Community.

Since 2007, Véronique Gomez has been an analyst and fund manager at Oddo Asset Management. Presently, she is head of real estate and yield stock management. With over 23 years' experience in equity management, she is a holds a master’s in finance management.

Performance

1 Year 3 Year 5 Year
Oddo Immobilier CR-EUR 5.39% 48.83% 96.34%
FTSE EPRA/NAREIT Developed Eurozone NR 5.56% 41.96% 91.77%
Figures correct as at 30 Apr 2017
Collected - Asset Allocation as at 30/09/2016
Sector % of fund
Equity
98.97%
Cash
0.59%
Other
0.42%

Fees

Charge Amount Rating
Total Expense Ratio1.37
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.