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VIP Valores e Investimento Prediais

Ranked 8 out of 16 in - European Physical over 12 months
All calculations are in EUR unless stated

Objective

The assets of the fund may consist of real estate assets, which include real estate, equities in property companies and units of open real estate funds, and liquidity. The value of real estate assets can not represent less than 2/3 of the total assets of the fund. The properties that make up the assets of the fund are preferably intended for offices, warehouses, trade, industry, educational institutions, culture, tourism, health and leisure.

Showing fund performance in Portugal View performance globally

Performance

European Physical over : 30/04/2017 - 30/04/2018
  • Rank 8/16 Total Return
  • Rank 6/16 Standard Deviation
  • Rank 7/16 Max Drawdown
Fund Name Currency Return
6 Fundimo EUR

4.2%

7 Imonegocios EUR

3.8%

8 VIP Valores e Investimento Prediais EUR

3.2%

9 NB Logistica EUR

3.0%

10 Imofomento EUR

2.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 3.4% 0.9% 1.5% 0.6% 0.4%
2016 2.2% 0.6% 0.6% 0.5% 0.5%
2015 3.0% 0.6% 0.6% 0.8% 0.8%
2014 2.5% 0.5% 0.6% 0.6% 0.8%
2013 1.5% -0.2% 0.3% 0.6% 0.8%
2012 2.2% -0.1% 0.7% 0.8% 0.9%
2011 3.1% 0.9% 0.9% 0.7% 0.6%
2010 4.0% 0.9% 1.0% 1.0% 1.1%
2009 4.5% 1.1% 1.1% 1.1% 1.1%
2008 5.1% 1.2% 1.2% 1.2% 1.4%
2007 5.1% 1.3% 1.2% 1.1% 1.4%
2006 5.0% 1.3% 1.1% 1.2% 1.3%
2005 5.4% 1.3% 1.4% 1.3% 1.3%
2004 3.6% 0.0% 1.1% 1.0% 1.4%
2003 1.0% 0.3% 0.2% 0.2% 0.2%
2002 0.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Portugal

Fund Info

  • Launch date26/11/1987
  • Share Class size293Mn
  • Base currencyEUR
  • ISIN PTVIPAHM0005

Purchase Info

  • Min. initial investment5
  • Min. regular additional investment0

Charges

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