The open-ended real estate funds UniImmo: Deutschland, UniImmo: Europa and UniInstitutional European Real Estate (formerly Immo-Invest: Europa) are among the best in the industry, again performing impressively in the latest survey conducted by independent rating agency Scope in May 2011. In addition, Scope once again rated Union Investment one of the best management companies.
The Scope rating of open-ended real estate funds took
into account:
- Fund performance
- Risk (assessment of quality of property portfolio, financial structure of the fund and fund liquidity)
- Management quality
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- UniImmo: Deutschland was rated “A“ ( previous year: “A”)
UniImmo: Deutschland again received an A rating and is thus ranked second among funds focusing on investment in Europe for private investors.
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- UniImmo: Europa maintained its previous year’s rating of A-.
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- UniImmo: Global was rated “B”, previous impressive( “A” )result.
The rating fell from A to B compared to the previous year. The drop in rating reflects the negative performance caused by devaluation of Japanese holdings. The rating was suspended following temporary closure of the fund and placed on the watch list. Scope is due to reassess the rating shortly.
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Rating results 2011
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