Management Style
Active
Asset Class
Fixed-income debt
Category
Conservative loan portfolio
Risk / Reward Scale
Annual Return
7%
Distribution Frequency
Monthly
Investment Minimum
20 000 EUR
Overview
Key facts
| Fund type | Closed-end fixed-income fund |
| Date of inception | June 13, 2023 |
| Fund term | 3 years |
| Planned fund size | €10 million |
Risk ratings
Fund Overview
EUR Secured Debt Portfolio aims to provide an additional source of income through carefully selected investments that prioritize security and stability. The investment policy of the fund focuses on real estate-secured loans to established Georgian companies.
Fund Management
Portfolio is managed by the Investment Officer of Foresight Investment Group and the company's Investment Department.
Investor Profile
The fund is intended for individuals:
With EUR Savings
Who have a low risk tolerance
Who desire stable income stream
Who want to protect their savings from inflation
Target Industries
Fund Regulation
Foresight EUR Secured Debt Portfolio is registered and regulated by the National Bank of Georgia in accordance with the 2020 Law "On Investment Funds".
Company’s Founding Documents
For the fund's Articles of Association, Investment Policy and other documents, contact us.
Any investment in financial instruments involves risks. Past performance is no basis for predicting future results. Before making an investment, a potential investor should carefully analyze the fund's prospectus and related materials, and carefully analyze the risks associated with the financial instruments and their compatibility with his investment objectives and financial situation.
Historical Results of the Fund
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