WOOD & Co. Retail Sub-Fund

Name:
WOOD & Co. Retail Sub-Fund
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.

Minimal investment:
CZK 1m

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 and more years
Annualised return since inception (EUR class):
14.65%

CZK class of investment shares: 13.08%

Return for the last 12 months (EUR class):
9.56%

CZK class of investment shares: 13.86%

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


Retail properties hold the steady interest of visitors and tenants

Commercial real estate is a proven investment anchor, resilient even in times of market turbulence. The Retail Sub-Fund relies on established properties – shopping centres in progressive locations, with good occupancy and long-term tenants.


What does the WOOD & Company Retail Sub-Fund offer?

The Retail Sub-Fund specialises in investing in prospective commercial real estate, with a primary focus on the shopping centre segment.

Our portfolio includes one of the largest shopping and office centres in Prague, the Galerie Harfa complex and the Harfa Office Park.

CZK class
Since the establishment of the Fund
16.72%
YTD
7.2%
12 months
16.72%
6 months
9.47%
3 months
7.2%
80.7313 CZK Value of the investment share
EUR class
Since the establishment of the Fund
140.88%
YTD
6.34%
12 months
13.46%
6 months
7.45%
3 months
6.34%
2.8518 EUR Value of the investment share

PORTFOLIO

Name Total area Acquisition date
Centrum Krakov 15 700 m2 3Q 2019
Galerie Harfa 40 500 m2 3Q 2016
Harfa Office Park 21 300 m2 3Q 2016
Date of publication Name
5/1/2024 WOOD SICAV - STATUTE May 2024 Download
4/30/2024 WOOD SICAV - Annual Report 2023 (unofficial) Download
2/22/2024 WOOD SICAV - STATUTES February 2024 Download

What is our investment strategy?

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