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Imofomento

Ranked 10 out of 21 in - European Physical over 12 months
All calculations are in EUR unless stated

Managed by

Norberto Coelho

Objective

The fund's investment objective is to achieve, in the medium and long term, capital appreciation through the setting up and management of a portfolio of values made up of a diverse set of assets, mainly real estate. The properties held by the fund correspond to urban buildings or units located in Portugal, mainly in the areas of Lisbon and Porto, and can be situated in the European Community or the OECD Member States.

Showing fund performance in Portugal View performance globally

Performance

European Physical over : 31/01/2017 - 31/01/2018
  • Rank 10/21 Total Return
  • Rank 13/21 Standard Deviation
  • Rank 11/21 Max Drawdown
Fund Name Currency Return
8 AF Portfolio Imobiliario EUR

3.4%

9 VIP Valores e Investimento Prediais EUR

3.4%

10 Imofomento EUR

2.8%

11 Coimbra Viva I EUR

2.7%

12 Norfin Lucasfin (FEIIF) EUR

2.4%

12 Novimovest EUR

2.4%

Fund Name Currency Risk
11 ImoPredial EUR

1.3

12 NB Patrimonio EUR

1.7

13 Imofomento EUR

1.7

14 Caixagest Imobiliario Internacional EUR

1.7

15 CA Patrimonio Crescente EUR

2.8

Fund Name Currency Loss
9 Imonegocios EUR

-0.5%

10 Caixagest Imobiliario Internacional EUR

-0.7%

11 Imofomento EUR

-1.0%

12 CA Patrimonio Crescente EUR

-1.4%

13 Norfin Lucasfin (FEIIF) EUR

-1.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.7% 1.2% -0.6% 1.6% 0.6%
2016 0.3% 0.2% -0.3% 0.2% 0.1%
2015 1.4% 0.4% 0.4% 0.5% 0.2%
2014 1.1% 0.3% 0.3% 0.2% 0.3%
2013 1.4% 0.4% 0.3% 0.3% 0.4%
2012 1.1% 0.6% 0.4% 0.1% 0.1%
2011 3.1% 0.7% 0.9% 0.9% 0.6%
2010 2.4% 0.6% 0.6% 0.6% 0.6%
2009 4.5% 1.3% 1.2% 1.2% 0.9%
2008 5.0% 1.2% 1.2% 1.3% 1.3%
2007 4.7% 1.2% 1.1% 1.2% 1.2%
2006 4.4% 1.2% 1.1% 1.0% 1.0%
2005 4.7% 1.2% 1.1% 1.2% 1.1%
2004 4.6% 1.1% 1.1% 1.1% 1.2%
2003 5.1% 1.3% 1.4% 1.2% 1.2%
2002 1.3% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Portugal

Fund Info

  • Launch date02/05/1994
  • Share Class size342Mn
  • Base currencyEUR
  • ISIN PTYSOAHM0001

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).