Titanium Care Real Estate invests in domestic care and social infrastructure properties, with tenants including private care operators, welfare regions, and municipalities. The properties primarily provide statutory care services. The fund offers an effortless way to benefit from the growing demand for care services and care real estate. Due to changing demographics, welfare regions face increasing demand and regulatory pressure to expand the number of care facilities, creating long-term, sustained demand for high-quality care properties for decades to come.
The fund’s investment targets include properties for 24/7 service housing for the elderly and special needs groups, medical centers, health clinics, daycare centers, social and youth services properties, child protection facilities, welfare buildings, and properties serving educational and other public-sector activities.
The fund both develops new properties and acquires existing ones, taking geographical diversification into account. The properties are primarily new, recently built, or modernized, and each undergoes an independent valuation by a certified real estate appraiser (KHK) at the time of acquisition. Lease agreements are long-term, typically at least 10 years. Rents are linked to the cost-of-living index to provide inflation protection, and comprehensive property insurance is obtained for all assets. The fund’s independent external KHK appraiser is CBRE Finland Oy.
The fund targets a long-term annual return of approximately 6–7%, primarily based on stable rental cash flows. Long-term leases and creditworthy tenants contribute to a consistent and predictable return. Investor returns are generated through annual distributions and potential appreciation of fund units. Investments can also be made via investment insurance or capitalization contracts.
Titanium has temporarily suspended redemptions of the Special Investment Fund Titanium Care Real Estate in accordance with Section 12 of the fund’s rules. The fund remains open for both subscription and redemption orders. More information.
Population aging is increasing the demand for care services and the care real estate needed to provide them for decades to come. By 2070, the number of people aged over 75 is expected to grow by nearly 450,000, significantly increasing the need for 24/7 service housing. Public sector resources alone will not be sufficient to meet all of this demand, providing the fund’s investors with an opportunity to help ensure access to high-quality care services and to support the development of modern, functional, and safe care properties.
Through the fund, investors can benefit from stable cash flows and high occupancy rates, while participating in the delivery of socially important properties. Development, maintenance, and the provision of care services also contribute to local employment.
Titanium Care Real Estate is suitable for long-term investors seeking to diversify their portfolio into real assets. The fund is also a good option for real estate investors looking for additional return potential or diversification alongside investments in residential or forestry assets. The recommended investment horizon for the fund is at least five years.
Investing involves risks. The recommended investment horizon for Titanium Care Real Estate is at least five years. Risk factors may include, for example, property-specific risk, market risk, sector risk, and liquidity risk. A more detailed description of these risks and the methods used to manage them is provided in the fund prospectus, which we strongly recommend reviewing carefully.
| ISIN code | FI4000063979 |
|---|---|
| Type of fund | Special Investment Fund |
| Minimum investment | 20.000 EUR |
| Subscription | Once a month (on the last banking day of the month) |
| Redemption | Twice a year. Redemption days are the last banking days of June and December. Redemption orders must be submitted to the Fund Management Company no later than the Redemption Day preceding the desired redemption date. |
| Subscription fee | 2 % |
| Redemption fee | < 1 year 3 %, 1-3 years 2 %, > 3 years 1 % |
| Management fee of the fund’s net asset value | 2.95% p.a. (based on full investment of the fund’s total assets, 1.475% p.a.) |
| Hurdle rate | 7% p.a. since the inception of the fund |
| Distribution of profits - Only growth units in the fund: | 20% |
| Recommended holding period | At least 5 years |
| Portfolio Manager | Titanium Rahastoyhtiö Oy |
| Regulatory authority | Finanssivalvonta |
| Auditor | KPMG Oy Ab |
| Custodian entity | OP Säilytys Oy |
| Risks | The fund’s value may fluctuate, and the invested capital may also decrease. More information on the risks can be found in the fund’s Key Investor Information Document and Prospectus. |
Historiallinen tuotto ei ole tae tulevasta. Rahaston arvo saattaa heilahdella ja sijoitettu pääoma voi myös alentua.
This chart shows the fund’s annual performance as a percentage gain or loss over the past 10 years. The performance shown is net of ongoing charges. Subscription and redemption fees are excluded from the calculations.
Fund inception date: 15 May 2013
Past performance is not a reliable indicator of future returns or fund value development. Markets may perform very differently in the future. Past performance can, however, be used to assess how the fund has been managed historically.
Aiemmat tuottonäkymät 2025 (pdf)
Investing involves risks. The recommended investment horizon for Titanium Care Real Estate is at least five years. Risk factors may include, for example, property-specific risk, market risk, sector risk, and liquidity risk. A more detailed description of these risks and the methods used to manage them is provided in the fund prospectus, which we strongly recommend reviewing carefully.
Pysy ajan tasalla ajankohtaisista uutisista ja tärkeimmistä päivityksistämme. Voit tilata haluamasi sisällöt suoraan sähköpostiisi.
