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WOOD & Company Office Sub‑Fund

Name:

Asset type:

Qualified investors' fund

Long-term return target:

8 - 10% p.a.

The scenario presented is an estimate of future performance based on historical data on how the value of the investment is changing and/or current market conditions and is not an accurate indicator. An investor's return will vary depending on the market conditions and how long he/she holds the investment.

Minimum investment:

EUR 125,000

The investment is made in euros or crowns. The return to the investor may increase or decrease due to fluctuations in currency exchange rates.

Recommended investment horizon:

5 years plus

Annualised return since inception (EUR class):

10.59%

CZK class of investment shares: 10.86%

Return for the last 12 months (EUR class):

6.19%

CZK class of investment shares: 9.52%

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Fund cost	see KIID
Customer category	Qualified investor according to § 272 of Act No. 240/2013 Coll.
Knowledge and experience	Advanced knowledge, basic experience
The ability to bear losses	The potential loss of an investment does not affect the achievement of financial targets; the potential loss of an investment means complications in meeting some financial targets, but does not affect the overall standard of living
Risk tolerance	6 out of 7 by SRI

WHY INVEST?

Investment in office buildings is time-tested. It brings a solid return even in times of crisis. Our fund owns assets with well-defined operating economics and has a competitive advantage over new development. The buildings were built at lower prices. They hold value at which new projects cannot be built now. This also makes it easier for them to optimise rents and to work better with tenants, inflation and sustainable growth.

EVERY SUCCESSFUL INVESTMENT PORTFOLIO NEEDS A RELIABLE ANCHOR

Quality office buildings in Prague, Bratislava and Warsaw are a part of our conservative, systematically built and diversified portfolio. Since 2017, we have been optimising and actively developing a portfolio of buildings in exceptional locations with good appreciation prospects, a diverse tenant mix and a stable cash flow. A conservative debt level is also crucial for us.

"We focus on commercial properties that provide an attractive yield, are well financed, have good quality tenants, and offer investors a degree of stability and predictability. And that's not so common in today's world."

Jiří Hrbáček, Portfolio manager of WOOD & Company Real Estate Funds

Name	Total area	Acquisition date
Astrum Business Park	23 000 m2	2Q 2022

Date of publication	Name
6/18/2024	Invitation to the Annual General Meeting - June 2024	Download
6/18/2024	Annex 1 Annual Report 2023 SICAV	Download
5/1/2024	WOOD SICAV - STATUTE May 2024	Download