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:ISINLong-term return target:Recommended investment horizon:Annualised return since inception12 monthsNAV / PL
WOOD & Company Residential Sub‑Fund CZ0008053063 12–15% p.a. 7 years plus +2.95 % - 1.0295
WOOD & Company Office Sub‑Fund EUR class Investment opportunity CZ0008042769 6–8% p.a. 5 years plus +9.88 % +7.35 % 2.2290
WOOD & Company Office Sub‑Fund CZK class Investment opportunity CZ0008045200 6–8% p.a. 5 years plus +9.63 % +6.83 % 63.6916
WOOD & Company AUP Bratislava Sub-Fund EUR class CZ0008044914 8% p.a. 10 years plus 7.16% 7.09% 1.1534
WOOD & Company FENIX Real Estate Fund MT7000036513 12–14% p.a. the subfund is closed until 2031 - - -
WOOD & Company Retail Sub-Fund EUR class Investment opportunity CZ0008042124 6–8% p.a. 5 years plus +12.96 % +7.26 % 3.1843
WOOD & Company Residential Sub‑Fund EUR class CZ0008053071 12–15% p.a. 7 years plus +4.61 % - 1.0461
WOOD & Company Retail Sub-Fund CZK class Investment opportunity CZ0008045192 6–8% p.a. 5 years plus +10.79 % +6.57 % 89.4547
WOOD & Company Blockchain+ Investment opportunity CZ0008051042 20–25% p.a. 5 years plus +16.38% -9.50 % 1.1629
WOOD & Company Logistics Sub‑Fund CZ0008051414 10–15% p.a. 3 years plus +7.54 % +11.81 % 1.1258
WOOD & Company Renewables Sub‑Fund CZ0008052008 10–15% p.a. 5 years +10.84 % - 1.1572
WOOD & Company AUP Bratislava Sub-Fund CZK class CZ0008045523 8% p.a. 10 years plus 8.91% 7.32% 32.7494
LitFin Alpha Sub‑Fund CZK class CZ0008051133 12–15% p.a. 5 years plus +8.57 % +10.07 % 1.1007
LitFin Alpha Sub‑Fund EUR class CZ0008051141 12–15% p.a. 5 years plus +7.46 % +8.76 % 1.0876
LitFin Credit Sub-Fund A EUR class Investment opportunity CZ1005202539 11 –13% p.a. 3 years - - 1.0000
Max Development Sub-Fund I. PIA CZ0008052602 >7% p.a. 5 years plus +9.03 % +9.52 % 1.1386
Max Development Sub-Fund I. HIA CZ0008052610 >7% p.a. 5 years plus +28.71 % +43.03 % 1.4608
NameShare FundRecommended investment horizonAnnualised return since inceptionNAV / PL
WOOD & Company Real Estate - OPF CZK class Investment opportunity Commercial real estate 5 years plus +7.13 % 1.2286
WOOD & Company Real Estate - OPF EUR class Investment opportunity Commercial real estate 5 years plus +5.04 % 1.1491
WOOD & Company Government bonds - OPF Investment opportunity 2–5% p.a. 3 years plus +2.39 % 1.5438
WOOD & Company Stock - OPF Investment opportunity World stocks 5 years plus +4.11 % 1.6175
WOOD & Company Corporate bonds - OPF Investment opportunity Czech corporate bonds 3 years plus +2.64 % 1.3893
WOOD Repofond OPF Investment opportunity Deposits and money market instruments with maturity up to 1 year At least 1 to 3 years +3.14 % 1.0353
J&T WOOD Defense OPF Investment opportunity 10 - 15 % p.a. 10 years - -