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Ancoria US Real Estate Fund

The Fund will not accept any new deposits or transfers from 1st of December 2017 and all payments made to the Fund after this date will be directed to the Real Estate Fund.
The Fund will officially close on 1st of March 2018. 

Objective of the fund

The fund aims to generate long-term capital appreciation by investing in the US real estate and US REITS (Real Estate Investment Trusts). The fund may also invest in derivatives and money market instruments.

The fund is denominated in SEK.

Investment policy/characteristics:
  • Strategic Asset Allocation: 100% in equities, REITS and equity funds.
  • May tactically invest in money market instruments and derivatives up to a limited extent.
  • The fund invests in the US Real Estate sector.
  • REITS are companies that acquire and/or develop real property for long-term investment purposes. They invest the majority of their assets directly in real property and derive their income primarily from rent.

The fund is suitable for the investor that:
  • Would like to invest in the US real estate sector.
  • Would like to diversify from traditional asset classes.
  • Has a long-term investment horizon of at least three to five years.

Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund.

Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia

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At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.