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 +9.88 % +7.35 % 2.2290
WOOD & Company Retail Sub-Fund EUR class Investment opportunity CZ0008042124 6–8% p.a. 5 years plus +13.09 % +7.26 % 3.1843
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 +10.79 % +6.57 % 89.4547
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 CZK class CZ0008045523 5–7% p.a. 10 years plus 8.91% 4.69% 32.7230
WOOD & Company Blockchain+ Investment opportunity CZ0008051042 20–25% p.a. 5 years plus +14.58% -1.39% 1.1800
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
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 % 1.2492
WOOD & Company Real Estate - OPF EUR class Investment opportunity Commercial real estate 5 years plus +5.28 % 1.1657
WOOD & Company Government bonds - OPF Investment opportunity 2–5% p.a. 3 years plus +2.32 % 1.5303
WOOD & Company Stock - OPF Investment opportunity World stocks 5 years plus +4.21 % 1.6468
WOOD & Company Corporate bonds - OPF Investment opportunity Czech corporate bonds 3 years plus +2.61 % 1.3883
WOOD & Company Blockchain – OPF Global companies with exposure to blockchain technology 5 years plus - -
WOOD Repofond OPF Investment opportunity Deposits and money market instruments with maturity up to 1 year At least 1 to 3 years +3.15 % 1.0404
J&T WOOD Defense OPF Investment opportunity 10 - 15 % p.a. 10 years - -