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.

NameISINLong-term return targetRecommended investment horizonAnnualised return since inception12 monthsNAV / PL
WOOD & Company Residential Sub‑Fund EUR class CZ0008053071 12–15% p.a. 7 years plus +13.16 % +15.38 % 1.1643
WOOD & Company Office Sub‑Fund EUR class Investment opportunity CZ0008042769 6–8% p.a. 5 years plus +10.03 % +10.26 % 2.3097
WOOD & Company Retail Sub-Fund EUR class Investment opportunity CZ0008042124 6–8% p.a. 5 years plus +13.21 % +7.97 % 3.3170
WOOD & Company AUP Bratislava Sub-Fund EUR class CZ0008044914 5–7% p.a. 10 years plus 6.76% 5.18% 1.1549
WOOD & Company Logistics Sub‑Fund CZ0008051414 10–15% p.a. 3 years plus +7.56 % +4.41 % 1.1501
WOOD & Company FENIX Real Estate Fund MT7000036513 12–14% p.a. the subfund is closed until 2031 - - -
WOOD & Company Residential Sub‑Fund CZK class CZ0008053063 12–15% p.a. 7 years plus +10.37 % +12.00 % 1.1291
WOOD & Company Retail Sub-Fund CZK class Investment opportunity CZ0008045192 6–8% p.a. 5 years plus +11.25 % +8.58 % 93.9647
WOOD & Company Office Sub‑Fund CZK class Investment opportunity CZ0008045200 6–8% p.a. 5 years plus +9.94 % +10.31 % 66.2333
WOOD & Company AUP Bratislava Sub-Fund CZK class CZ0008045523 5–7% p.a. 10 years plus 8.29% 4.69% 32.7230
WOOD & Company Blockchain+ Investment opportunity CZ0008051042 20–25% p.a. 5 years plus +15.16% 12.09% 1.1802
WOOD & Company Renewables Sub‑Fund Investment opportunity CZ0008052008 10–15% p.a. 5 years +10.86 % - 1.1777
LitFin Alpha Sub‑Fund CZK class CZ0008051133 12–15% p.a. 5 years plus +8.41 % +8.23 % 1.1913
LitFin Alpha Sub‑Fund EUR class CZ0008051141 12–15% p.a. 5 years plus +9.73 % +12.43 % 1.2228
LitFin Credit Sub-Fund A EUR class Investment opportunity CZ1005202539 11 –13% p.a. 3 years -4.11 % - 0.9589
WOOD & Company City – OPF Investment opportunity CZ1005300176 8 – 10% p.a. 8 years - - -
WOOD & Company Government bonds - OPF Investment opportunity CZ0008472826 2–5% p.a. 3 years plus +2.29 % +1.27 % 1.5239
NameShare FundRecommended investment horizonAnnualised return since inceptionNAV / PL
WOOD & Company Real Estate - OPF CZK class Investment opportunity Commercial real estate 5 years plus +7.33 % 1.2559
WOOD & Company Real Estate - OPF EUR class Investment opportunity Commercial real estate 5 years plus +5.28 % 1.1704
WOOD & Company Stock - OPF Investment opportunity World stocks 5 years plus +4.28 % 1.6647
WOOD & Company Corporate bonds - OPF Investment opportunity Czech corporate bonds 3 years plus +2.61 % 1.3910
WOOD & Company Blockchain – OPF Global companies with exposure to blockchain technology 5 years plus - 1.0000
WOOD Repofond OPF Investment opportunity Deposits and money market instruments with maturity up to 1 year At least 1 to 3 years +3.16 % 1.0430
J&T WOOD Defense OPF Investment opportunity 10 - 15 % p.a. 10 years - -