WOOD & Company Logistics Sub‑Fund

Name:
WOOD & Company Logistics Sub‑Fund
Asset type:
Qualified investors' fund
Long-term return target:
15% p.a.
Minimum investment:
CZK 1m
Recommended investment horizon:
3 years plus
Annualised return since inception (EUR class):
-
Return for the last 12 months (EUR class):
-
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


Unique opportunity to invest in the construction of logistics parks in Central Europe

The strategy of the WOOD & Co. Logistics sub-fund involves investing in the construction of modern warehousing facilities in proven locations that meet the most stringent ESG requirements. We ensure the quality and expertise of each project by partnering with established developers. The sub-fund will enter into JV partnerships with developers who will contribute 10-20% of the capital required for each project. This approach ensures an optimal balance of risk and return. The strategy of the sub-fund is that projects will be leased during completion and subsequently sold to maximize returns to the investor. The sub-fund offers its investors the opportunity to participate in the development yield of each investment. The market risks associated with development are balanced by the sub-fund's long-term target return of over 15% p.a. net.

We focus on the construction of logistics parks that offer interesting yields, are well financed, have quality tenants and offer investors a certain degree of stability and predictability. That is not so common in today's world.

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

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

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