Funds
We offer a diverse range of funds among which stand out real estate sub-funds with long-term attractive returns. We consider them to be the anchor of any long-term investor's portfolio.
| Name | ISIN | Long-term return target: | Recommended investment horizon: | Annualised return since inception | 12 months | NAV / PL |
|---|---|---|---|---|---|---|
| WOOD & Company Residential podfond Investment opportunity | CZ0008053063 | 12–15 % p.a. | 7 years plus | +2.95 % | - | 1.0295 |
| WOOD & Company Residential podfond | CZ0008053071 | 12–15 % p.a. | 7 years plus | +4.61 % | - | 1.0461 |
| WOOD & Company Office podfond Investment opportunity | CZ0008045200 | 8–10% p.a. | 5 years plus | +9.51 % | +5.77 % | 61.8940 |
| WOOD & Company Office podfond Investment opportunity | CZ0008042769 | 8–10% p.a. | 5 years plus | +9.82 % | +6.28 % | 2.1668 |
| WOOD & Company Retail podfond Investment opportunity | CZ0008045192 | 8–10% p.a. | 5 years plus | +11.23 % | +8.77 % | 89.0027 |
| WOOD & Company Retail podfond Investment opportunity | CZ0008042124 | 8–10% p.a. | 5 years plus | +13.27 % | +9.42 % | 3.1683 |
| WOOD & Company Blockchain+ podfond Investment opportunity | CZ0008051042 | 20–25% p.a. | 5 years plus | +13.83 % | +24.81 % | 1.2888 |
| WOOD & Company Logistics podfond Investment opportunity | CZ0008051414 | 10–15% p.a. | 3 years plus | +7.54 % | +11.81 % | 1.1258 |
| WOOD & Company Renewables podfond | CZ0008052008 | 10–15% p.a. | 5 years | +11.60 % | - | 1.1160 |
| WOOD & Company AUP Bratislava podfond Investment opportunity | CZ0008045523 | 8% p.a. | 10 years plus | +5.28 % | +3.06 % | 32.7494 |
| WOOD & Company AUP Bratislava podfond Investment opportunity | CZ0008044914 | 8% p.a. | 10 years plus | +3.28 % | +2.79 % | 1.1534 |
| WOOD & Company FENIX Real Estate Fund | MT7000036513 | 12–14% p.a. | the subfund is closed until 2031 | - | - | - |
| LitFin Alpha podfond | CZ0008051133 | 12–15% p.a. | 5 years plus | +8.57 % | +10.07 % | 1.1007 |
| LitFin Alpha podfond | CZ0008051141 | 12–15% p.a. | 5 years plus | +7.46 % | +8.76 % | 1.0876 |
| LitFin Credit Sub-Fund A EUR class | CZ1005202539 | 11 –13% p.a. | 3 years | - | - | - |
| WOOD & Co. Státní dluhopisy OPF Investment opportunity | CZ0008472826 | 2–5% p.a. | 3 years plus | +2.31 % | +2.10 % | 1.5123 |
| Max Development podfond | CZ0008052602 | >7% p.a. | 5 years plus | +8.77 % | +9.37 % | 1.1108 |
| Max Development podfond | CZ0008052610 | >7% p.a. | 5 years plus | +12.02 % | +7.89 % | 1.1523 |
| Name | Target | Recommended investment horizon | Annualised return since inception | NAV / PL |
|---|---|---|---|---|
| WOOD Repofond OPF Investment opportunity | Deposits and money market instruments with maturity up to 1 year | At least 1 to 3 years | +2.72 % | 1.0272 |
| J&T WOOD Defense OPF Investment opportunity | 10 - 15 % p.a. | 10 years | - | - |
| WOOD & Company Realitní – otevřený podílový fond Investment opportunity | Commercial real estate | 5 years plus | +7.44 % | 1.2157 |
| WOOD & Co. Akciový OPF Investment opportunity | World stocks | 5 years plus | +3.46 % | 1.4869 |
| WOOD & Co. Korporátní dluhopisy OPF Investment opportunity | Czech corporate bonds | 3 years plus | +2.58 % | 1.3691 |