WOOD & Company Government bonds - OPF

Name:
WOOD & Company Government bonds - OPF
Asset type:
Qualified investors' fund
Long-term return target:
2 - 5% p.a.
Minimum investment:
CZK 1m
Recommended investment horizon:
3 years plus
Annualised return since inception:
41.67%
Return for the last 12 months:
7.01%

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
44.97%
YTD
1%
12 months
5.58%
6 months
1.12%
3 months
0.19%
1 month
0.74%
1.4690 CZK Value of the investment share
Date of publication Name
6/1/2024 Monthly Report - June 2024 Download
5/1/2024 Monthly Report - May 2024 Download
4/1/2024 Monthly Report - April 2024 Download

Would you like to meet in person?

Leave us your phone number or email address and we will contact you promptly.

I agree with Terms of Services

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.