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WOOD & Company Retail 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.

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):

14.39%

CZK class of investment shares: 12.55%

Return for the last 12 months (EUR class):

8.86%

CZK class of investment shares: 11.77%

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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

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.

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
9/30/2024	Semi-annual financial report 2024	Download
9/23/2024	WOOD SICAV - STATUTE - September 2024	Download
6/18/2024	Invitation to the Annual General Meeting - June 2024	Download