Pre-investment checklist

• Do I know who the fund manager, depositary and supervisor are, and have I checked them in an official register?
• Have I read the key information document (KID) and the fund rules?
• Do I understand how and when I can exit, and that redemptions may be limited or deferred?
• Do I know all fees (entry, ongoing, exit, performance) and their effect on the outcome?
• Do I know what the portfolio holds, how concentrated it is and how much leverage it uses?
• Do I understand that property values are valuer estimates, not market prices?
• Is the amount appropriate relative to my total wealth, with enough reserves outside it?
• Can I bear a loss of part or all of the amount?
• Could I explain why this investment fits my time horizon?
• Have I compared several options rather than relying on marketing material or promised returns?

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