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/ WOOD & Company Government bonds - OPF

WOOD & Company Government bonds - OPF

Name:

Asset type:

Qualified investors' fund

Long-term return target:

2 - 5% 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:

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:

3 years plus

Annualised return since inception:

41.67%

Return for the last 12 months:

7.01%

I want to invest

The fund invests the majority of its assets in high-quality bonds with investment grade ratings (S&P, Moody's), mainly in Czech government bonds. Investment instruments that do not have investment grade ratings may make up a maximum of 10% of the portfolio. The Fund does not invest explicitly in equities or investment instruments that replicate the performance of equity indices.

CZK class

Since the establishment of the Fund
45.19%
YTD
1.16%
12 months
5.78%
6 months
1.45%
3 months
0.69%

1.4887 CZK Value of the investment share