A balanced mix of stability, returns, and value creation.
Our investment strategy is based on a controlled diversification approach, designed to ensure the portfolio’s resilience and sustainable performance over time.
50% of the portfolio is invested in real estate, primarily through real estate funds of funds, providing steady income and low volatility.
45% is allocated to diversified financial assets: bonds, stocks, alternative investments, and specialized funds, allowing the portfolio to capture market growth while maintaining liquidity.
Finally, a portion of the portfolio is allocated to cash and hedging instruments to maintain the fund’s flexibility and protect the portfolios against market shocks.
This dynamic allocation reflects our belief that sustainable performance stems from a balance between return and prudence.
Our strategy is structured around four complementary investment profiles:
Core
Stability and a steady income
Low-volatility investments that generate recurring cash flows.
Target return: 3–6%
Core+
Optimization and rental potential
Strong assets with room for operational improvement.
Target yield 5-8%.
Value-add
Active value creation
Properties requiring repositioning or renovation, which generate capital gains in the medium term.
8-12% target yield
Opportunistic
Seizing market opportunities
High-potential, higher-risk projects that offer greater value creation.
12%+ target yield